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Kapstone Financial Advisors’s Walmart Inc WMT Stock Holding History

Kapstone Financial Advisors’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 		$357K Buy
2,869
+659
+30% +$80.9K 0.17% 88
2025
Q4 		$246K Sell
2,210
-54
-2% -$5.8K 0.12% 101
2025
Q3 		$233K Sell
2,264
-1,033
-31% -$103K 0.11% 102
2025
Q2 		$322K Hold
3,297
– – 0.16% 77
2025
Q1 		$289K Hold
3,297
– – 0.16% 78
2024
Q4 		$321K Hold
3,297
– – 0.17% 73
2024
Q3 		$263K Hold
3,297
– – 0.16% 85
2024
Q2 		$223K Buy
+3,297
New +$208K 0.15% 92

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapstone Financial Advisors's WMT Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Walmart Inc (WMT) stake by 30% in Q1 2026, buying an estimated $80.9K and bringing the position to 2,869 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #88.

Kapstone Financial Advisors first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kapstone Financial Advisors held 2,869 shares of Walmart Inc worth $357K as of Q1 2026.
  • Kapstone Financial Advisors bought 659 Walmart Inc shares in Q1 2026, an estimated $80.9K.
  • Walmart Inc made up 0.17% of Kapstone Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • Kapstone Financial Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.