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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Financial Advisors's WMT Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Walmart Inc (WMT) stake by 26% in Q1 2026, selling an estimated $739K and leaving 17,240 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #43.

Capstone Financial Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.49M in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Capstone Financial Advisors held 17,240 shares of Walmart Inc worth $2.14M as of Q1 2026.
  • Capstone Financial Advisors sold 6,023 Walmart Inc shares in Q1 2026, an estimated $739K.
  • Walmart Inc made up 0.12% of Capstone Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Capstone Financial Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Capstone Financial Advisors's Walmart Inc position peaked at $3.49M in Q4 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.