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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SwitchPoint Financial Planning's WMT Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Walmart Inc (WMT) stake by 0.43% in Q1 2026, buying an estimated $1.96K and bringing the position to 3,710 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #46.

SwitchPoint Financial Planning first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SwitchPoint Financial Planning held 3,710 shares of Walmart Inc worth $461K as of Q1 2026.
  • SwitchPoint Financial Planning bought 16 Walmart Inc shares in Q1 2026, an estimated $1.96K.
  • Walmart Inc made up 0.31% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #46 holding.
  • SwitchPoint Financial Planning first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.