KCIA
WMT icon

Kingsbury Capital Investment Advisors’s Walmart Inc WMT Stock Holding History

Kingsbury Capital Investment 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 		$1.22M Buy
10,736
+1,087
+11% +$135K 1.03% 27
2026
Q1 		$1.2M Buy
+9,649
New +$1.18M 1.13% 19
2022
Q3 		$438K Sell
10,119
-222
-2% -$9.72K 0.67% 33
2022
Q2 		$419K Buy
10,341
+450
+5% +$20.8K 0.58% 41
2022
Q1 		$491K Buy
+9,891
New +$464K 0.54% 40

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 $3.38T AUM 44.17% 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

Kingsbury Capital Investment Advisors's WMT Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 10,736 shares worth $1.22M. The position accounts for 1.03% of the portfolio, ranked #27.

Kingsbury Capital Investment Advisors first reported a position in WMT in Q1 2022 and has held it in 5 quarters since. 4,421 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 10,736 shares of Walmart Inc worth $1.22M as of Q2 2026.
  • Kingsbury Capital Investment Advisors bought 1,087 Walmart Inc shares in Q2 2026, an estimated $135K.
  • Walmart Inc made up 1.03% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 5 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.