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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
Q2 		$299K Sell
2,639
-230
-8% -$28.6K 0.13% 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapstone Financial Advisors's WMT Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Walmart Inc (WMT) stake by 8% in Q2 2026, selling an estimated $28.6K and leaving 2,639 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #119.

Kapstone Financial Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $357K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kapstone Financial Advisors held 2,639 shares of Walmart Inc worth $299K as of Q2 2026.
  • Kapstone Financial Advisors sold 230 Walmart Inc shares in Q2 2026, an estimated $28.6K.
  • Walmart Inc made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Kapstone Financial Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Kapstone Financial Advisors's Walmart Inc position peaked at $357K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.