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SwitchPoint Financial Planning’s Walmart Inc WMT Stock Holding History

SwitchPoint Financial Planning’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 		$420K Sell
3,705
-5
-0.1% -$621 0.24% 47
2026
Q1 		$461K Buy
3,710
+16
+0.4% +$1.96K 0.31% 46
2025
Q4 		$412K Buy
3,694
+61
+2% +$6.55K 0.29% 43
2025
Q3 		$374K Buy
3,633
+52
+1% +$5.18K 0.27% 43
2025
Q2 		$350K Buy
+3,581
New +$341K 0.29% 42

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

SwitchPoint Financial Planning's WMT Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Walmart Inc (WMT) stake by 0.13% in Q2 2026, selling an estimated $621 and leaving 3,705 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #47.

SwitchPoint Financial Planning first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $461K in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SwitchPoint Financial Planning held 3,705 shares of Walmart Inc worth $420K as of Q2 2026.
  • SwitchPoint Financial Planning sold 5 Walmart Inc shares in Q2 2026, an estimated $621.
  • Walmart Inc made up 0.24% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #47 holding.
  • SwitchPoint Financial Planning first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • SwitchPoint Financial Planning's Walmart Inc position peaked at $461K in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.