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Cypress Point Wealth Management’s Walmart Inc WMT Stock Holding History

Cypress Point Wealth 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 		$381K Buy
3,362
+1,325
+65% +$164K 0.08% 90
2026
Q1 		$253K Buy
+2,037
New +$250K 0.05% 102
2021
Q4 		– Sell
-186
Closed -$9K – 160
2021
Q3 		$9K Hold
186
– – 0.01% 119
2021
Q2 		$9K Hold
186
– – 0.01% 149
2021
Q1 		$8K Hold
186
– – 0.01% 85
2020
Q4 		$9K Buy
+186
New +$9.03K 0.01% 161

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cypress Point Wealth Management's WMT Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Walmart Inc (WMT) stake by 65% in Q2 2026, buying an estimated $164K and bringing the position to 3,362 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #90.

Cypress Point Wealth Management first reported a position in WMT in Q4 2020 and has held it in 6 quarters since. 1,873 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cypress Point Wealth Management held 3,362 shares of Walmart Inc worth $381K as of Q2 2026.
  • Cypress Point Wealth Management bought 1,325 Walmart Inc shares in Q2 2026, an estimated $164K.
  • Walmart Inc made up 0.08% of Cypress Point Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Cypress Point Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 6 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.