Cardinal Point Capital Management’s Walmart Inc WMT Stock Holding History

Cardinal Point Capital Management’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	$18.1M	Sell	159,441 -4,961	-3%	-$616K	1.02%	27
2026 Q1	$20.4M	Sell	164,402 -6,078	-4%	-$746K	1.25%	22
2025 Q4	$19M	Buy	170,480 +5,672	+3%	+$609K	1.24%	20
2025 Q3	$17M	Sell	164,808 -1,510	-0.9%	-$150K	1.19%	19
2025 Q2	$16.3M	Sell	166,318 -325	-0.2%	-$31K	1.29%	19
2025 Q1	$14.6M	Buy	+166,643	New	+$15.6M	1.34%	20

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardinal Point Capital Management's WMT Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $616K and leaving 159,441 shares worth $18.1M. The position accounts for 1.02% of the portfolio, ranked #27.

Cardinal Point Capital Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4M in Q1 2026. 1,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cardinal Point Capital Management held 159,441 shares of Walmart Inc worth $18.1M as of Q2 2026.
Cardinal Point Capital Management sold 4,961 Walmart Inc shares in Q2 2026, an estimated $616K.
Walmart Inc made up 1.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #27 holding.
Cardinal Point Capital Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Walmart Inc position peaked at $20.4M in Q1 2026.
1,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.