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Counterpoint Mutual Funds’s Walmart Inc WMT Stock Holding History

Counterpoint Mutual Funds’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
2025
Q3 		– Sell
-19,568
Closed -$1.91M – 482
2025
Q2 		$1.91M Buy
+19,568
New +$1.86M 0.17% 44
2024
Q3 		– Sell
-10,054
Closed -$681K – 385
2024
Q2 		$681K Buy
+10,054
New +$633K 0.16% 43

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Counterpoint Mutual Funds's WMT Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 19,568 shares — an estimated $1.91M sold.

Counterpoint Mutual Funds first reported a position in WMT in Q2 2024 and held it in 2 quarters. The position peaked at $1.91M in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 19,568 Walmart Inc shares in Q3 2025, an estimated $1.91M.
  • Counterpoint Mutual Funds first reported a position in Walmart Inc in Q2 2024 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Walmart Inc position peaked at $1.91M in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.