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Capstone Triton Financial Group’s Walmart Inc WMT Stock Holding History

Capstone Triton Financial Group’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 		$5.4M Buy
+47,703
New +$5.92M 3.11% 7
2026
Q1 		– Sell
-53,076
Closed -$5.91M – 121
2025
Q4 		$5.91M Buy
53,076
+375
+0.7% +$40.3K 3.92% 4
2025
Q3 		$5.43M Sell
52,701
-269
-0.5% -$26.8K 3.64% 3
2025
Q2 		$5.18M Buy
+52,970
New +$5.05M 3.76% 4
2024
Q4 		$4.94M Sell
54,630
-1,536
-3% -$133K 3.08% 4
2024
Q3 		$4.54M Sell
56,166
-744
-1% -$54.6K 2.9% 5
2024
Q2 		$3.85M Sell
56,910
-674
-1% -$42.4K 2.7% 6
2024
Q1 		$3.46M Sell
57,584
-6,679
-10% -$382K 2.46% 6
2023
Q4 		$3.38M Sell
64,263
-5,907
-8% -$313K 2.46% 8
2023
Q3 		$3.74M Buy
70,170
+1,704
+2% +$90.7K 2.73% 5
2023
Q2 		$3.59M Buy
68,466
+720
+1% +$36.3K 2.47% 7
2023
Q1 		$3.33M Buy
67,746
+1,452
+2% +$68.9K 2.51% 6
2022
Q4 		$3.13M Sell
66,294
-762
-1% -$36.2K 2.51% 5
2022
Q3 		$2.9M Buy
67,056
+960
+1% +$42.1K 2.48% 7
2022
Q2 		$2.92M Buy
66,096
+726
+1% +$33.5K 2.21% 9
2022
Q1 		$3.36M Buy
+65,370
New +$3.07M 2.35% 9
2021
Q4 		– Sell
-58,299
Closed -$2.92M – 122
2021
Q3 		$2.92M Sell
58,299
-798
-1% -$38.4K 1.75% 15
2021
Q2 		$2.78M Buy
59,097
+4,125
+8% +$192K 1.71% 15
2021
Q1 		$2.49M Sell
54,972
-2,664
-5% -$123K 1.65% 20
2020
Q4 		$2.77M Buy
+57,636
New +$2.8M 1.7% 12

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 $3.37T AUM 44.26% 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 Triton Financial Group's WMT Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Walmart Inc (WMT) in Q2 2026: 47,703 shares worth $5.4M. The stake represents 3.11% of the portfolio and ranks #7 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in WMT as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.91M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capstone Triton Financial Group held 47,703 shares of Walmart Inc worth $5.4M as of Q2 2026.
  • Walmart Inc was a new Capstone Triton Financial Group position in Q2 2026.
  • Walmart Inc made up 3.11% of Capstone Triton Financial Group's portfolio in Q2 2026, its #7 holding.
  • Capstone Triton Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's Walmart Inc position peaked at $5.91M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.