Pointe Capital Management’s Walmart Inc WMT Stock Holding History

Pointe Capital 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	$231K	Buy	2,040 +327	+19%	+$40.6K	0.1%	147
2026 Q1	$213K	Buy	+1,713	New	+$210K	0.11%	150
2024 Q3	–	Sell	-3,762	Closed	-$255K	–	166
2024 Q2	$255K	Hold	3,762	–	–	0.16%	129
2024 Q1	$226K	Buy	+3,762	New	+$215K	0.14%	142
2023 Q4	–	Sell	-3,762	Closed	-$201K	–	158
2023 Q3	$201K	Buy	+3,762	New	+$200K	0.15%	136
2023 Q2	–	Sell	-3,333	Closed	-$164K	–	390
2023 Q1	$164K	Buy	+3,333	New	+$158K	0.12%	154
2015 Q3	–	Sell	-20,343	Closed	-$481K	–	174
2015 Q2	$481K	Buy	20,343 +5,100	+33%	+$130K	0.22%	97
2015 Q1	$418K	Buy	+15,243	New	+$432K	0.2%	97

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pointe Capital Management's WMT Position: Q2 2026 in Review

Pointe Capital Management increased its Walmart Inc (WMT) stake by 19% in Q2 2026, buying an estimated $40.6K and bringing the position to 2,040 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #147.

Pointe Capital Management first reported a position in WMT in Q1 2015 and has held it in 8 quarters since. The position peaked at $481K in Q2 2015. 4,408 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Pointe Capital Management held 2,040 shares of Walmart Inc worth $231K as of Q2 2026.
Pointe Capital Management bought 327 Walmart Inc shares in Q2 2026, an estimated $40.6K.
Walmart Inc made up 0.1% of Pointe Capital Management's portfolio in Q2 2026, its #147 holding.
Pointe Capital Management first reported a position in Walmart Inc in Q1 2015 and has held it in 8 quarters since.
Pointe Capital Management's Walmart Inc position peaked at $481K in Q2 2015.
4,408 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.