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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s WMT Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Walmart Inc (WMT) stake by 0.06% in Q1 2026, buying an estimated $246 and bringing the position to 3,282 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #69.

Capstone Wealth Management Group (Pennsylvania) first reported a position in WMT in Q3 2023 and has held it in 8 quarters since. The position peaked at $697K in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,282 shares of Walmart Inc worth $408K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 2 Walmart Inc shares in Q1 2026, an estimated $246.
Walmart Inc made up 0.17% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #69 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Walmart Inc in Q3 2023 and has held it in 8 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 Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.