Capital Squared Financial’s Walmart Inc WMT Stock Holding History

Capital Squared Financial’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$451K	Buy	3,985 +9	+0.2%	+$1.12K	0.3%	60
2026 Q1	$494K	Buy	3,976 +144	+4%	+$17.7K	0.38%	53
2025 Q4	$427K	Buy	3,832 +157	+4%	+$16.9K	0.33%	57
2025 Q3	$379K	Buy	3,675 +43	+1%	+$4.28K	0.33%	56
2025 Q2	$355K	Buy	+3,632	New	+$346K	0.41%	45

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Capital Squared Financial's WMT Position: Q2 2026 in Review

Capital Squared Financial increased its Walmart Inc (WMT) stake by 0.23% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,985 shares worth $451K. The position accounts for 0.3% of the portfolio, ranked #60.

Capital Squared Financial first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Capital Squared Financial held 3,985 shares of Walmart Inc worth $451K as of Q2 2026.
Capital Squared Financial bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
Walmart Inc made up 0.3% of Capital Squared Financial's portfolio in Q2 2026, its #60 holding.
Capital Squared Financial first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
Capital Squared Financial's Walmart Inc position peaked at $494K in Q1 2026.
1,410 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.