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United Capital Management of KS’s Walmart Inc WMT Stock Holding History

United Capital Management of KS’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 		$9.88M Sell
87,239
-132
-0.2% -$16.4K 1.29% 33
2026
Q1 		$10.9M Sell
87,371
-1,247
-1% -$153K 1.64% 23
2025
Q4 		$9.87M Sell
88,618
-1,117
-1% -$120K 1.38% 27
2025
Q3 		$9.25M Buy
89,735
+1,345
+2% +$134K 1.26% 28
2025
Q2 		$8.64M Sell
88,390
-852
-1% -$81.2K 1.35% 25
2025
Q1 		$7.83M Sell
89,242
-743
-0.8% -$69.7K 1.62% 20
2024
Q4 		$8.13M Sell
89,985
-319
-0.4% -$27.7K 1.48% 22
2024
Q3 		$7.29M Sell
90,304
-16,197
-15% -$1.19M 1.59% 22
2024
Q2 		$7.21M Buy
106,501
+16
+0% +$1.01K 1.59% 21
2024
Q1 		$6.41M Buy
106,485
+987
+0.9% +$56.5K 1.47% 24
2023
Q4 		$5.54M Buy
105,498
+2,916
+3% +$154K 1.68% 20
2023
Q3 		$5.47M Buy
102,582
+15
+0% +$798 1.86% 18
2023
Q2 		$5.37M Buy
102,567
+2,373
+2% +$120K 1.72% 18
2023
Q1 		$4.92M Buy
100,194
+3,564
+4% +$169K 1.84% 15
2022
Q4 		$4.57M Buy
96,630
+5,172
+6% +$246K 1.88% 16
2022
Q3 		$3.95M Buy
91,458
+2,298
+3% +$101K 1.85% 19
2022
Q2 		$3.61M Buy
89,160
+3,084
+4% +$142K 1.7% 22
2022
Q1 		$4.27M Buy
86,076
+2,469
+3% +$116K 1.66% 26
2021
Q4 		$4.03M Buy
83,607
+4,074
+5% +$194K 1.5% 26
2021
Q3 		$3.69M Buy
79,533
+2,505
+3% +$121K 1.51% 28
2021
Q2 		$3.62M Buy
77,028
+7,353
+11% +$342K 1.48% 27
2021
Q1 		$3.15M Buy
69,675
+2,472
+4% +$115K 1.45% 26
2020
Q4 		$3.23M Buy
67,203
+1,902
+3% +$92.4K 1.47% 27
2020
Q3 		$3.04M Buy
65,301
+3,768
+6% +$168K 1.6% 23
2020
Q2 		$2.46M Buy
61,533
+2,328
+4% +$95.8K 1.43% 26
2020
Q1 		$2.24M Buy
59,205
+9,234
+18% +$355K 1.89% 19
2019
Q4 		$1.98M Buy
49,971
+2,949
+6% +$117K 1.25% 26
2019
Q3 		$1.84M Buy
47,022
+1,326
+3% +$50K 1.34% 24
2019
Q2 		$1.69M Buy
45,696
+1,464
+3% +$50.5K 1.27% 27
2019
Q1 		$1.53M Buy
44,232
+17,028
+63% +$552K 1.2% 29
2018
Q4 		$845K Buy
27,204
+669
+3% +$21.4K 0.78% 45
2018
Q3 		$842K Buy
+26,535
New +$812K 0.68% 48

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Capital Management of KS's WMT Position: Q2 2026 in Review

United Capital Management of KS reduced its Walmart Inc (WMT) stake by 0.15% in Q2 2026, selling an estimated $16.4K and leaving 87,239 shares worth $9.88M. The position accounts for 1.29% of the portfolio, ranked #33.

United Capital Management of KS first reported a position in WMT in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.9M in Q1 2026. 2,961 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • United Capital Management of KS held 87,239 shares of Walmart Inc worth $9.88M as of Q2 2026.
  • United Capital Management of KS sold 132 Walmart Inc shares in Q2 2026, an estimated $16.4K.
  • Walmart Inc made up 1.29% of United Capital Management of KS's portfolio in Q2 2026, its #33 holding.
  • United Capital Management of KS first reported a position in Walmart Inc in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's Walmart Inc position peaked at $10.9M in Q1 2026.
  • 2,961 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.