Cornerstone Wealth Group’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.73M Sell
32,916
-33,759
-51% -$4.19M 0.22% 107
2026
Q1
$8.64M Sell
66,675
-3,761
-5% -$462K 0.55% 46
2025
Q4
$7.85M Buy
70,436
+1,549
+2% +$166K 0.54% 54
2025
Q3
$7.1M Buy
68,887
+1,449
+2% +$144K 0.48% 57
2025
Q2
$6.59M Buy
67,438
+2,604
+4% +$248K 0.49% 54
2025
Q1
$5.69M Buy
64,834
+3,627
+6% +$340K 0.47% 64
2024
Q4
$5.53M Sell
61,207
-37,951
-38% -$3.29M 0.45% 55
2024
Q3
$8.01M Sell
99,158
-1,605
-2% -$118K 0.66% 36
2024
Q2
$6.82M Buy
100,763
+435
+0.4% +$27.4K 0.61% 40
2024
Q1
$6.04M Buy
100,328
+5,096
+5% +$292K 0.56% 49
2023
Q4
$5M Sell
95,232
-10,107
-10% -$535K 0.72% 37
2023
Q3
$5.62M Sell
105,339
-4,767
-4% -$254K 1% 23
2023
Q2
$5.77M Sell
110,106
-1,827
-2% -$92.2K 1.05% 23
2023
Q1
$5.5M Sell
111,933
-2,454
-2% -$116K 0.98% 27
2022
Q4
$5.41M Sell
114,387
-222
-0.2% -$10.5K 1.02% 29
2022
Q3
$4.96M Buy
114,609
+3,546
+3% +$155K 1.09% 30
2022
Q2
$4.5M Buy
111,063
+9,348
+9% +$431K 0.94% 39
2022
Q1
$5.05M Buy
101,715
+16,848
+20% +$791K 0.93% 29
2021
Q4
$4.09M Sell
84,867
-96,048
-53% -$4.59M 0.7% 45
2021
Q3
$8.4M Buy
180,915
+165,096
+1,044% +$7.95M 1.48% 13
2021
Q2
$745K Sell
15,819
-225
-1% -$10.5K 0.15% 98
2021
Q1
$755K Sell
16,044
-127,962
-89% -$5.93M 0.15% 107
2020
Q4
$6.92M Sell
144,006
-3,621
-2% -$176K 1.7% 10
2020
Q3
$6.88M Sell
147,627
-22,059
-13% -$981K 1.88% 8
2020
Q2
$6.78M Buy
169,686
+14,991
+10% +$617K 1.7% 9
2020
Q1
$5.86M Buy
154,695
+72,912
+89% +$2.8M 2.07% 10
2019
Q4
$3.24M Sell
81,783
-16,308
-17% -$648K 0.88% 35
2019
Q3
$3.88M Buy
98,091
+69,444
+242% +$2.62M 0.97% 26
2019
Q2
$1.05M Buy
28,647
+9,351
+48% +$322K 0.28% 94
2019
Q1
$627K Buy
+19,296
New +$626K 0.16% 109

Other funds holding WMT

Cornerstone Wealth Group's WMT Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Walmart Inc (WMT) stake by 51% in Q2 2026, selling an estimated $4.19M and leaving 32,916 shares worth $3.73M. The position accounts for 0.22% of the portfolio, ranked #107.

Cornerstone Wealth Group first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.64M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Wealth Group held 32,916 shares of Walmart Inc worth $3.73M as of Q2 2026.
  • Cornerstone Wealth Group sold 33,759 Walmart Inc shares in Q2 2026, an estimated $4.19M.
  • Walmart Inc made up 0.22% of Cornerstone Wealth Group's portfolio in Q2 2026, its #107 holding.
  • Cornerstone Wealth Group first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Walmart Inc position peaked at $8.64M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.