CFA
WMT icon

Capstone Financial Advisors’s Walmart Inc WMT Stock Holding History

Capstone Financial Advisors’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 		$1.97M Buy
17,435
+195
+1% +$24.2K 0.1% 50
2026
Q1 		$2.14M Sell
17,240
-6,023
-26% -$739K 0.12% 43
2025
Q4 		$2.59M Sell
23,263
-8,315
-26% -$893K 0.14% 40
2025
Q3 		$3.25M Sell
31,578
-583
-2% -$58K 0.18% 35
2025
Q2 		$3.14M Sell
32,161
-392
-1% -$37.3K 0.18% 35
2025
Q1 		$2.86M Sell
32,553
-6,102
-16% -$572K 0.18% 36
2024
Q4 		$3.49M Buy
+38,655
New +$3.35M 0.22% 34

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Financial Advisors's WMT Position: Q2 2026 in Review

Capstone Financial Advisors increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 17,435 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #50.

Capstone Financial Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capstone Financial Advisors held 17,435 shares of Walmart Inc worth $1.97M as of Q2 2026.
  • Capstone Financial Advisors bought 195 Walmart Inc shares in Q2 2026, an estimated $24.2K.
  • Walmart Inc made up 0.1% of Capstone Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Capstone Financial Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Capstone Financial Advisors's Walmart Inc position peaked at $3.49M in Q4 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.