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 Q3	$436K	Buy	4,191 +206	+5%	+$22.6K	0.28%	58
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Squared Financial's WMT Position: Q3 2026 in Review

Capital Squared Financial increased its Walmart Inc (WMT) stake by 5.2% in Q3 2026, buying an estimated $22.6K and bringing the position to 4,191 shares worth $436K. The position accounts for 0.28% of the portfolio, ranked #58.

Capital Squared Financial first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $494K in Q1 2026. 2,144 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Capital Squared Financial held 4,191 shares of Walmart Inc worth $436K as of Q3 2026.
Capital Squared Financial bought 206 Walmart Inc shares in Q3 2026, an estimated $22.6K.
Walmart Inc made up 0.28% of Capital Squared Financial's portfolio in Q3 2026, its #58 holding.
Capital Squared Financial first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
Capital Squared Financial's Walmart Inc position peaked at $494K in Q1 2026.
2,144 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.