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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sunpointe's WMT Position: Q1 2026 in Review

Sunpointe reduced its Walmart Inc (WMT) stake by 6.8% in Q1 2026, selling an estimated $239K and leaving 26,768 shares worth $3.33M. The position accounts for 1.09% of the portfolio, ranked #23.

Sunpointe first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sunpointe held 26,768 shares of Walmart Inc worth $3.33M as of Q1 2026.
Sunpointe sold 1,945 Walmart Inc shares in Q1 2026, an estimated $239K.
Walmart Inc made up 1.09% of Sunpointe's portfolio in Q1 2026, its #23 holding.
Sunpointe first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.