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NovaPoint Capital’s Walmart Inc WMT Stock Holding History

NovaPoint Capital’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 		$9.78M Buy
86,334
+1,502
+2% +$186K 2.03% 14
2026
Q1 		$10.5M Buy
84,832
+1,687
+2% +$207K 2.65% 9
2025
Q4 		$9.26M Buy
83,145
+1,073
+1% +$115K 2.39% 12
2025
Q3 		$8.46M Buy
82,072
+4,429
+6% +$441K 2.07% 14
2025
Q2 		$7.59M Buy
77,643
+664
+0.9% +$63.3K 2.33% 10
2025
Q1 		$6.76M Buy
76,979
+1,190
+2% +$112K 2.08% 9
2024
Q4 		$6.85M Buy
75,789
+724
+1% +$62.8K 2.09% 10
2024
Q3 		$6.06M Buy
75,065
+178
+0.2% +$13.1K 1.88% 10
2024
Q2 		$5.07M Buy
74,887
+2,153
+3% +$136K 1.72% 10
2024
Q1 		$4.38M Sell
72,734
-7,984
-10% -$457K 1.53% 14
2023
Q4 		$4.24M Sell
80,718
-2,571
-3% -$136K 1.57% 15
2023
Q3 		$4.44M Buy
83,289
+1,425
+2% +$75.8K 1.76% 8
2023
Q2 		$4.29M Buy
81,864
+384
+0.5% +$19.4K 1.6% 14
2023
Q1 		$4M Buy
81,480
+2,565
+3% +$122K 1.64% 13
2022
Q4 		$3.73M Buy
78,915
+2,118
+3% +$101K 1.63% 17
2022
Q3 		$3.32M Sell
76,797
-1,044
-1% -$45.7K 1.51% 17
2022
Q2 		$3.15M Buy
77,841
+4,101
+6% +$189K 1.37% 26
2022
Q1 		$3.66M Buy
73,740
+3,510
+5% +$165K 1.33% 27
2021
Q4 		$3.39M Buy
70,230
+8,010
+13% +$382K 1.21% 31
2021
Q3 		$2.89M Buy
62,220
+1,158
+2% +$55.8K 1.16% 31
2021
Q2 		$2.87M Sell
61,062
-1,542
-2% -$71.8K 1.19% 31
2021
Q1 		$2.83M Buy
62,604
+429
+0.7% +$19.9K 1.33% 26
2020
Q4 		$2.99M Buy
62,175
+13,755
+28% +$668K 1.56% 18
2020
Q3 		$2.26M Buy
48,420
+2,934
+6% +$130K 1.46% 18
2020
Q2 		$1.82M Buy
45,486
+816
+2% +$33.6K 1.35% 25
2020
Q1 		$1.69M Buy
44,670
+579
+1% +$22.3K 1.55% 16
2019
Q4 		$1.75M Buy
+44,091
New +$1.75M 1.37% 26

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NovaPoint Capital's WMT Position: Q2 2026 in Review

NovaPoint Capital increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $186K and bringing the position to 86,334 shares worth $9.78M. The position accounts for 2.03% of the portfolio, ranked #14.

NovaPoint Capital first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • NovaPoint Capital held 86,334 shares of Walmart Inc worth $9.78M as of Q2 2026.
  • NovaPoint Capital bought 1,502 Walmart Inc shares in Q2 2026, an estimated $186K.
  • Walmart Inc made up 2.03% of NovaPoint Capital's portfolio in Q2 2026, its #14 holding.
  • NovaPoint Capital first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • NovaPoint Capital's Walmart Inc position peaked at $10.5M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.