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

Capstone Wealth Management Group (Pennsylvania)’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	$373K	Buy	3,292 +10	+0.3%	+$1.24K	0.13%	73
2026 Q1	$408K	Buy	3,282 +2	+0.1%	+$246	0.17%	69
2025 Q4	$365K	Buy	+3,280	New	+$352K	0.15%	61
2025 Q1	–	Sell	-7,718	Closed	-$697K	–	81
2024 Q4	$697K	Sell	7,718 -252	-3%	-$21.9K	0.37%	54
2024 Q3	$644K	Buy	7,970 +17	+0.2%	+$1.25K	0.38%	51
2024 Q2	$538K	Sell	7,953 -176	-2%	-$11.1K	0.35%	52
2024 Q1	$489K	Buy	8,129 +1,793	+28%	+$103K	0.35%	53
2023 Q4	$333K	Sell	6,336 -393	-6%	-$20.8K	0.31%	49
2023 Q3	$359K	Buy	+6,729	New	+$358K	0.37%	46

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capstone Wealth Management Group (Pennsylvania) increased its Walmart Inc (WMT) stake by 0.3% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,292 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #73.

Capstone Wealth Management Group (Pennsylvania) first reported a position in WMT in Q3 2023 and has held it in 9 quarters since. The position peaked at $697K in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,292 shares of Walmart Inc worth $373K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
Walmart Inc made up 0.13% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #73 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Walmart Inc in Q3 2023 and has held it in 9 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Walmart Inc position peaked at $697K in Q4 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.