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U.S. Capital Wealth Advisors’s Walmart Inc WMT Stock Holding History

U.S. Capital Wealth 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 		$32.3M Sell
260,281
-30,379
-10% -$3.73M 0.81% 19
2025
Q4 		$32.4M Sell
290,660
-5,110
-2% -$549K 0.85% 17
2025
Q3 		$30.5M Buy
295,770
+2,672
+0.9% +$266K 0.82% 18
2025
Q2 		$28.7M Buy
293,098
+40,376
+16% +$3.85M 0.84% 19
2025
Q1 		$22.2M Buy
252,722
+6,964
+3% +$653K 0.68% 24
2024
Q4 		$22.2M Sell
245,758
-11,492
-4% -$997K 0.69% 21
2024
Q3 		$20.8M Sell
257,250
-2,338
-0.9% -$172K 0.73% 20
2024
Q2 		$17.6M Sell
259,588
-13,840
-5% -$872K 0.67% 27
2024
Q1 		$16.5M Sell
273,428
-16,339
-6% -$935K 0.63% 29
2023
Q4 		$15.2M Buy
289,767
+1,197
+0.4% +$63.3K 0.6% 30
2023
Q3 		$15.4M Sell
288,570
-4,095
-1% -$218K 0.69% 25
2023
Q2 		$15.3M Buy
292,665
+2,487
+0.9% +$125K 0.73% 25
2023
Q1 		$14.3M Buy
290,178
+131,727
+83% +$6.25M 0.66% 25
2022
Q4 		$7.49M Sell
158,451
-2,355
-1% -$112K 0.35% 60
2022
Q3 		$6.95M Sell
160,806
-2,103
-1% -$92.1K 0.35% 59
2022
Q2 		$6.6M Sell
162,909
-1,440
-0.9% -$66.4K 0.29% 70
2022
Q1 		$8.16M Sell
164,349
-2,955
-2% -$139K 0.3% 67
2021
Q4 		$8.07M Buy
167,304
+2,415
+1% +$115K 0.32% 75
2021
Q3 		$7.66M Buy
+164,889
New +$7.94M 0.33% 71

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

U.S. Capital Wealth Advisors's WMT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Walmart Inc (WMT) stake by 10% in Q1 2026, selling an estimated $3.73M and leaving 260,281 shares worth $32.3M. The position accounts for 0.81% of the portfolio, ranked #19.

U.S. Capital Wealth Advisors first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $32.4M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 260,281 shares of Walmart Inc worth $32.3M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 30,379 Walmart Inc shares in Q1 2026, an estimated $3.73M.
  • Walmart Inc made up 0.81% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • U.S. Capital Wealth Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Walmart Inc position peaked at $32.4M in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.