Centerpoint Advisory Group’s Walmart Inc WMT Stock Holding History

Centerpoint Advisory Group’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	$728K	Buy	6,431 +510	+9%	+$63.3K	0.46%	48
2026 Q1	$736K	Hold	5,921	–	–	0.55%	43
2025 Q4	$660K	Sell	5,921 -170	-3%	-$18.3K	0.51%	49
2025 Q3	$628K	Sell	6,091 -30	-0.5%	-$2.99K	0.49%	53
2025 Q2	$599K	Buy	6,121 +560	+10%	+$53.4K	0.52%	52
2025 Q1	$488K	Sell	5,561 -208	-4%	-$19.5K	0.48%	57
2024 Q4	$521K	Buy	+5,769	New	+$501K	0.5%	49

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Centerpoint Advisory Group's WMT Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Walmart Inc (WMT) stake by 8.6% in Q2 2026, buying an estimated $63.3K and bringing the position to 6,431 shares worth $728K. The position accounts for 0.46% of the portfolio, ranked #48.

Centerpoint Advisory Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Centerpoint Advisory Group held 6,431 shares of Walmart Inc worth $728K as of Q2 2026.
Centerpoint Advisory Group bought 510 Walmart Inc shares in Q2 2026, an estimated $63.3K.
Walmart Inc made up 0.46% of Centerpoint Advisory Group's portfolio in Q2 2026, its #48 holding.
Centerpoint Advisory Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's Walmart Inc position peaked at $736K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.