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Fort Point Capital Partners’s Walmart Inc WMT Stock Holding History

Fort Point Capital Partners’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
Q1 		$1.68M Buy
13,514
+6,882
+104% +$845K 0.2% 71
2025
Q4 		$791K Sell
6,632
-13
-0.2% -$1.4K 0.09% 117
2025
Q3 		$685K Sell
6,645
-18,125
-73% -$1.8M 0.08% 127
2025
Q2 		$2.42M Buy
24,770
+4,646
+23% +$443K 0.17% 86
2025
Q1 		$1.77M Buy
20,124
+1,474
+8% +$138K 0.2% 87
2024
Q4 		$1.69M Buy
18,650
+557
+3% +$48.3K 0.18% 91
2024
Q3 		$1.46M Buy
18,093
+611
+3% +$44.9K 0.18% 84
2024
Q2 		$1.18M Buy
17,482
+235
+1% +$14.8K 0.15% 104
2024
Q1 		$1.04M Buy
17,247
+54
+0.3% +$3.09K 0.14% 116
2023
Q4 		$904K Sell
17,193
-60
-0.3% -$3.17K 0.13% 114
2023
Q3 		$920K Sell
17,253
-1,026
-6% -$54.6K 0.14% 97
2023
Q2 		$958K Buy
18,279
+3,699
+25% +$187K 0.14% 97
2023
Q1 		$717K Buy
14,580
+63
+0.4% +$2.99K 0.11% 129
2022
Q4 		$686K Sell
14,517
-1,038
-7% -$49.3K 0.11% 129
2022
Q3 		$673K Hold
15,555
– – 0.11% 129
2022
Q2 		$630K Sell
15,555
-1,755
-10% -$80.9K 0.1% 138
2022
Q1 		$859K Sell
17,310
-1,350
-7% -$63.4K 0.12% 118
2021
Q4 		$900K Buy
18,660
+3,936
+27% +$188K 0.12% 111
2021
Q3 		$684K Buy
14,724
+7,227
+96% +$348K 0.1% 111
2021
Q2 		$352K Buy
7,497
+213
+3% +$9.92K 0.06% 127
2021
Q1 		$330K Sell
7,284
-210
-3% -$9.73K 0.07% 122
2020
Q4 		$360K Hold
7,494
– – 0.08% 110
2020
Q3 		$349K Buy
7,494
+120
+2% +$5.33K 0.09% 96
2020
Q2 		$294K Sell
7,374
-30
-0.4% -$1.23K 0.09% 103
2020
Q1 		$280K Buy
7,404
+300
+4% +$11.5K 0.12% 83
2019
Q4 		$281K Hold
7,104
– – 0.1% 104
2019
Q3 		$281K Hold
7,104
– – 0.11% 99
2019
Q2 		$262K Hold
7,104
– – 0.1% 89
2019
Q1 		$231K Sell
7,104
-14,763
-68% -$479K 0.1% 97
2018
Q4 		$679K Sell
21,867
-150
-0.7% -$4.81K 0.27% 59
2018
Q3 		$689K Buy
22,017
+13,563
+160% +$415K 0.21% 64
2018
Q2 		$241K Sell
8,454
-14,223
-63% -$404K 0.08% 111
2018
Q1 		$673K Buy
22,677
+15,573
+219% +$501K 0.25% 66
2017
Q4 		$235K Buy
+7,104
New +$217K 0.11% 115
2016
Q4 		– Sell
-13,989
Closed -$336K – 146
2016
Q3 		$336K Buy
13,989
+60
+0.4% +$1.46K 0.15% 94
2016
Q2 		$339K Buy
13,929
+1,566
+13% +$36.2K 0.16% 84
2016
Q1 		$282K Buy
12,363
+1,530
+14% +$33.5K 0.14% 83
2015
Q4 		$221K Buy
+10,833
New +$217K 0.11% 99

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Fort Point Capital Partners's WMT Position: Q1 2026 in Review

Fort Point Capital Partners increased its Walmart Inc (WMT) stake by 104% in Q1 2026, buying an estimated $845K and bringing the position to 13,514 shares worth $1.68M. The position accounts for 0.2% of the portfolio, ranked #71.

Fort Point Capital Partners first reported a position in WMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.42M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fort Point Capital Partners held 13,514 shares of Walmart Inc worth $1.68M as of Q1 2026.
  • Fort Point Capital Partners bought 6,882 Walmart Inc shares in Q1 2026, an estimated $845K.
  • Walmart Inc made up 0.2% of Fort Point Capital Partners's portfolio in Q1 2026, its #71 holding.
  • Fort Point Capital Partners first reported a position in Walmart Inc in Q4 2015 and has held it in 38 quarters since.
  • Fort Point Capital Partners's Walmart Inc position peaked at $2.42M in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.