Cornerstone Financial Group
WMT icon

Cornerstone Financial Group’s Walmart Inc WMT Stock Holding History

Cornerstone 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
Q3 		– Sell
-1,814
Closed -$205K – 76
2026
Q2 		$205K Buy
1,814
+2
+0.1% +$248 0.13% 74
2026
Q1 		$238K Sell
1,812
-25
-1% -$3.07K 0.15% 69
2025
Q4 		$205K Buy
+1,837
New +$197K 0.14% 72

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Fisher Asset Management
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State Farm Mutual Automobile Insurance
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Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cornerstone Financial Group's WMT Position: Q3 2026 in Review

Cornerstone Financial Group sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 1,814 shares — an estimated $205K sold.

Cornerstone Financial Group first reported a position in WMT in Q4 2025 and held it in 3 quarters. The position peaked at $238K in Q1 2026. 3,518 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Cornerstone Financial Group reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Financial Group sold 1,814 Walmart Inc shares in Q3 2026, an estimated $205K.
  • Cornerstone Financial Group first reported a position in Walmart Inc in Q4 2025 and held it in 3 quarters.
  • Cornerstone Financial Group's Walmart Inc position peaked at $238K in Q1 2026.
  • 3,518 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.