Key Metrics
13.42
Heat Index-
Impact LevelLow
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Scope LevelMicro
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Last Update2025-08-04
Key Impacts
Negative Impacts (1)
Event Overview
The reduction in Walmart holdings by Capstone Financial Advisors highlights strategic portfolio adjustments amid shifting market conditions. Such moves often signal recalibrations in investment strategies, reflecting broader trends in institutional confidence or sector-specific risk assessments.
Collect Records
Capstone Financial Advisors Inc. Reduces Holdings in Walmart Inc. (NYSE:WMT) by 15.8%
Capstone Financial Advisors Inc. has reduced its position in Walmart Inc. (NYSE:WMT) by 15.8% during the first quarter, according to the company's most recent filing with the Securities and Exchange Commission. The firm sold 6,102 shares, bringing its holdings to 32,553 shares of Walmart as of the end of the quarter. The value of its remaining stake was reported to be $2,858,000 at that time.
The article also details other recent transactions involving Walmart stock by institutional investors and hedge funds. Whelan Financial increased its holdings by 2.3% in the fourth quarter to 4,339 shares, valued at $392,000 after purchasing an additional 97 shares. Bedel Financial Consulting Inc. increased its stake by 0.4% in the first quarter, bringing its total to 25,915 shares worth $2,275,000 after buying 102 additional shares. Scott Selber Inc. grew its stake by 3.7% in the first quarter to 2,920 shares valued at $256,000, and Capital Advisors Wealth Management LLC lifted its position by 1.4% to 7,794 shares worth $684,000. Lauterbach Financial Advisors LLC also lifted its position by 1.8% to 5,885 shares valued at $517,000. The article notes that institutional investors collectively own 26.76% of Walmart’s stock.
Additionally, executive vice presidents John R. Furner and John D. Rainey sold shares of the company in separate transactions in July. John R. Furner sold 13,125 shares at an average price of $95.14, totaling $1,248,712.50 and representing a 1.39% decrease in his ownership. His direct holdings after the sale stood at 932,313 shares, valued at $88,700,258.82. John D. Rainey sold 2,200 shares at an average price of $98.44 for a total of $216,568.00. Both transactions were disclosed in documents filed with the SEC.