Belpointe Asset Management’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 | $7.44M | Buy |
65,693
+11,878
| +22% | +$1.47M | 0.24% | 74 |
|
|
2026
Q1 | $6.69M | Sell |
53,815
-2,722
| -5% | -$334K | 0.24% | 76 |
|
|
2025
Q4 | $6.3M | Sell |
56,537
-683
| -1% | -$73.3K | 0.23% | 75 |
|
|
2025
Q3 | $5.9M | Buy |
57,220
+3,209
| +6% | +$319K | 0.23% | 76 |
|
|
2025
Q2 | $5.28M | Buy |
54,011
+9,498
| +21% | +$905K | 0.22% | 81 |
|
|
2025
Q1 | $3.91M | Buy |
44,513
+1,031
| +2% | +$96.7K | 0.2% | 92 |
|
|
2024
Q4 | $3.36M | Buy |
43,482
+4,190
| +11% | +$364K | 0.2% | 101 |
|
|
2024
Q3 | $3.17M | Buy |
39,292
+7,444
| +23% | +$547K | 0.19% | 102 |
|
|
2024
Q2 | $2.16M | Sell |
31,848
-3,476
| -10% | -$219K | 0.15% | 132 |
|
|
2024
Q1 | $2.13M | Buy |
35,324
+3,797
| +12% | +$217K | 0.16% | 122 |
|
|
2023
Q4 | $1.66M | Sell |
31,527
-6,030
| -16% | -$319K | 0.15% | 139 |
|
|
2023
Q3 | $2M | Buy |
37,557
+5,433
| +17% | +$289K | 0.21% | 99 |
|
|
2023
Q2 | $1.68M | Sell |
32,124
-27,042
| -46% | -$1.36M | 0.18% | 113 |
|
|
2023
Q1 | $2.91M | Sell |
59,166
-12,912
| -18% | -$613K | 0.16% | 131 |
|
|
2022
Q4 | $3.41M | Buy |
72,078
+102
| +0.1% | +$4.84K | 0.21% | 90 |
|
|
2022
Q3 | $3.11M | Sell |
71,976
-28,002
| -28% | -$1.23M | 0.21% | 89 |
|
|
2022
Q2 | $2.84M | Sell |
99,978
-4,275
| -4% | -$197K | 0.19% | 109 |
|
|
2022
Q1 | $5.17M | Sell |
104,253
-6,045
| -5% | -$284K | 0.31% | 55 |
|
|
2021
Q4 | $5.12M | Sell |
110,298
-4,182
| -4% | -$200K | 0.32% | 60 |
|
|
2021
Q3 | $5.19M | Buy |
114,480
+15,537
| +16% | +$749K | 0.35% | 49 |
|
|
2021
Q2 | $4.52M | Sell |
98,943
-9,849
| -9% | -$459K | 0.33% | 55 |
|
|
2021
Q1 | $4.19M | Sell |
108,792
-55,836
| -34% | -$2.59M | 0.36% | 53 |
|
|
2020
Q4 | $7.48M | Buy |
164,628
+62,094
| +61% | +$3.02M | 0.67% | 20 |
|
|
2020
Q3 | $4.78M | Buy |
102,534
+76,266
| +290% | +$3.39M | 0.53% | 32 |
|
|
2020
Q2 | $1.05M | Buy |
26,268
+840
| +3% | +$34.6K | 0.14% | 162 |
|
|
2020
Q1 | $963K | Sell |
25,428
-4,824
| -16% | -$186K | 0.17% | 135 |
|
|
2019
Q4 | $1.2M | Buy |
30,252
+3,636
| +14% | +$144K | 0.15% | 149 |
|
|
2019
Q3 | $1.05M | Sell |
26,616
-10,845
| -29% | -$409K | 0.17% | 140 |
|
|
2019
Q2 | $1.38M | Sell |
37,461
-7,428
| -17% | -$256K | 0.27% | 82 |
|
|
2019
Q1 | $1.46M | Buy |
44,889
+25,338
| +130% | +$822K | 0.29% | 57 |
|
|
2018
Q4 | $607K | Buy |
19,551
+630
| +3% | +$20.2K | 0.15% | 144 |
|
|
2018
Q3 | $592K | Buy |
18,921
+4,269
| +29% | +$131K | 0.09% | 212 |
|
|
2018
Q2 | $418K | Buy |
14,652
+5,706
| +64% | +$162K | 0.12% | 204 |
|
|
2018
Q1 | $265K | Sell |
8,946
-882
| -9% | -$28.4K | 0.08% | 269 |
|
|
2017
Q4 | $323K | Sell |
9,828
-834
| -8% | -$25.5K | 0.07% | 321 |
|
|
2017
Q3 | $278K | Buy |
+10,662
| New | +$280K | 0.07% | 332 |
|
Other funds holding WMT
Belpointe Asset Management's WMT Position: Q2 2026 in Review
Belpointe Asset Management increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $1.47M and bringing the position to 65,693 shares worth $7.44M. The position accounts for 0.24% of the portfolio, ranked #74.
Belpointe Asset Management first reported a position in WMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.48M in Q4 2020. 2,186 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Belpointe Asset Management held 65,693 shares of Walmart Inc worth $7.44M as of Q2 2026.
- Belpointe Asset Management bought 11,878 Walmart Inc shares in Q2 2026, an estimated $1.47M.
- Walmart Inc made up 0.24% of Belpointe Asset Management's portfolio in Q2 2026, its #74 holding.
- Belpointe Asset Management first reported a position in Walmart Inc in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's Walmart Inc position peaked at $7.48M in Q4 2020.
- 2,186 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.