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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
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 $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 Triton Financial Group's WMT Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 53,076 shares — an estimated $5.91M sold.

Capstone Triton Financial Group first reported a position in WMT in Q4 2020 and held it in 19 quarters. The position peaked at $5.91M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 53,076 Walmart Inc shares in Q1 2026, an estimated $5.91M.
  • Capstone Triton Financial Group first reported a position in Walmart Inc in Q4 2020 and held it in 19 quarters.
  • Capstone Triton Financial Group's Walmart Inc position peaked at $5.91M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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