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Capstone Wealth Management Group (Oregon)’s Walmart Inc WMT Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$925K Sell
8,166
-1,519
-16% -$189K 0.56% 45
2026
Q1 		$1.2M Sell
9,685
-82
-0.8% -$10.1K 0.74% 37
2025
Q4 		$1.09M Sell
9,767
-363
-4% -$39K 0.66% 38
2025
Q3 		$1.04M Buy
10,130
+240
+2% +$23.9K 0.67% 39
2025
Q2 		$967K Sell
9,890
-965
-9% -$91.9K 0.7% 39
2025
Q1 		$953K Sell
10,855
-67
-0.6% -$6.29K 0.76% 36
2024
Q4 		$987K Buy
+10,922
New +$948K 0.75% 35

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 Wealth Management Group (Oregon)'s WMT Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $189K and leaving 8,166 shares worth $925K. The position accounts for 0.56% of the portfolio, ranked #45.

Capstone Wealth Management Group (Oregon) first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 8,166 shares of Walmart Inc worth $925K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 1,519 Walmart Inc shares in Q2 2026, an estimated $189K.
  • Walmart Inc made up 0.56% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #45 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Walmart Inc position peaked at $1.2M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.