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Sunpointe’s Walmart Inc WMT Stock Holding History

Sunpointe’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 		$1.62M Sell
14,340
-12,428
-46% -$1.54M 0.46% 50
2026
Q1 		$3.33M Sell
26,768
-1,945
-7% -$239K 1.09% 23
2025
Q4 		$3.21M Sell
28,713
-1,212
-4% -$130K 1.06% 25
2025
Q3 		$3.08M Buy
29,925
+1,418
+5% +$141K 1.11% 22
2025
Q2 		$2.79M Buy
28,507
+14,237
+100% +$1.36M 1.11% 21
2025
Q1 		$1.26M Sell
14,270
-2,781
-16% -$261K 0.67% 35
2024
Q4 		$1.54M Buy
17,051
+39
+0.2% +$3.38K 0.78% 35
2024
Q3 		$1.37M Buy
17,012
+3,811
+29% +$280K 1.13% 16
2024
Q2 		$894K Buy
13,201
+509
+4% +$32.1K 0.58% 36
2024
Q1 		$766K Buy
12,692
+89
+0.7% +$5.09K 0.85% 28
2023
Q4 		$665K Buy
+12,603
New +$667K 0.84% 28

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

Sunpointe's WMT Position: Q2 2026 in Review

Sunpointe reduced its Walmart Inc (WMT) stake by 46% in Q2 2026, selling an estimated $1.54M and leaving 14,340 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #50.

Sunpointe first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.33M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sunpointe held 14,340 shares of Walmart Inc worth $1.62M as of Q2 2026.
  • Sunpointe sold 12,428 Walmart Inc shares in Q2 2026, an estimated $1.54M.
  • Walmart Inc made up 0.46% of Sunpointe's portfolio in Q2 2026, its #50 holding.
  • Sunpointe first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Walmart Inc position peaked at $3.33M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.