Stableford Capital II’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
$981K Buy
8,662
+1,114
+15% +$138K 0.34% 85
2026
Q1
$938K Sell
7,548
-1,997
-21% -$245K 0.35% 86
2025
Q4
$1.06M Sell
9,545
-301
-3% -$32.3K 0.38% 78
2025
Q3
$1.01M Sell
9,846
-264
-3% -$26.3K 0.37% 80
2025
Q2
$985K Sell
10,110
-822
-8% -$78.3K 0.37% 75
2025
Q1
$1.02M Sell
10,932
-887
-8% -$83.2K 0.43% 52
2024
Q4
$1.07M Sell
11,819
-244
-2% -$21.2K 0.42% 61
2024
Q3
$966K Sell
12,063
-2,019
-14% -$148K 0.39% 93
2024
Q2
$1M Sell
14,082
-983
-7% -$61.9K 0.39% 73
2024
Q1
$906K Sell
15,065
-1,291
-8% -$73.9K 0.36% 87
2023
Q4
$878K Buy
16,356
+891
+6% +$47.1K 0.38% 73
2023
Q3
$834K Sell
15,465
-612
-4% -$32.6K 0.38% 57
2023
Q2
$859K Buy
+16,077
New +$811K 0.38% 63
2023
Q1
Sell
-16,227
Closed -$784K 168
2022
Q4
$784K Sell
16,227
-561
-3% -$26.6K 0.43% 69
2022
Q3
$766K Sell
16,788
-2,247
-12% -$98.4K 0.37% 66
2022
Q2
$803K Sell
19,035
-21,270
-53% -$981K 0.37% 75
2022
Q1
$2.1M Sell
40,305
-1,146
-3% -$53.8K 0.89% 26
2021
Q4
$1.94M Buy
41,451
+26,550
+178% +$1.27M 0.82% 29
2021
Q3
$695K Sell
14,901
-279
-2% -$13.4K 0.35% 84
2021
Q2
$714K Buy
15,180
+1,422
+10% +$66.2K 0.34% 87
2021
Q1
$623K Buy
13,758
+219
+2% +$10.1K 0.32% 90
2020
Q4
$651K Buy
+13,539
New +$657K 0.38% 81
2020
Q1
Sell
-8,346
Closed -$331K 113
2019
Q4
$331K Sell
8,346
-33
-0.4% -$1.31K 0.3% 77
2019
Q3
$331K Sell
8,379
-693
-8% -$26.2K 0.31% 65
2019
Q2
$334K Sell
9,072
-816
-8% -$28.1K 0.33% 62
2019
Q1
$321K Sell
9,888
-639
-6% -$20.7K 0.27% 80
2018
Q4
$327K Sell
10,527
-2,289
-18% -$73.4K 0.35% 69
2018
Q3
$401K Sell
12,816
-975
-7% -$29.8K 0.26% 78
2018
Q2
$394K Buy
13,791
+885
+7% +$25.2K 0.26% 76
2018
Q1
$383K Buy
12,906
+402
+3% +$12.9K 0.27% 78
2017
Q4
$412K Sell
12,504
-282
-2% -$8.63K 0.28% 71
2017
Q3
$333K Buy
12,786
+669
+6% +$17.6K 0.24% 86
2017
Q2
$306K Sell
12,117
-3
-0% -$76 0.25% 86
2017
Q1
$291K Buy
+12,120
New +$279K 0.25% 86

Other funds holding WMT

Stableford Capital II's WMT Position: Q2 2026 in Review

Stableford Capital II increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 8,662 shares worth $981K. The position accounts for 0.34% of the portfolio, ranked #85.

Stableford Capital II first reported a position in WMT in Q1 2017 and has held it in 34 quarters since. The position peaked at $2.1M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stableford Capital II held 8,662 shares of Walmart Inc worth $981K as of Q2 2026.
  • Stableford Capital II bought 1,114 Walmart Inc shares in Q2 2026, an estimated $138K.
  • Walmart Inc made up 0.34% of Stableford Capital II's portfolio in Q2 2026, its #85 holding.
  • Stableford Capital II first reported a position in Walmart Inc in Q1 2017 and has held it in 34 quarters since.
  • Stableford Capital II's Walmart Inc position peaked at $2.1M in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.