Towerpoint Wealth
WMT icon

Towerpoint Wealth’s Walmart Inc WMT Stock Holding History

Towerpoint Wealth’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
Q3 		$2.1M Buy
20,211
+442
+2% +$48.5K 0.74% 28
2026
Q2 		$2.24M Buy
19,769
+914
+5% +$113K 0.77% 27
2026
Q1 		$2.34M Buy
18,855
+75
+0.4% +$9.21K 0.95% 24
2025
Q4 		$2.09M Buy
18,780
+7
+0% +$752 0.83% 25
2025
Q3 		$1.93M Sell
18,773
-112
-0.6% -$11.2K 0.79% 28
2025
Q2 		$1.85M Buy
18,885
+298
+2% +$28.4K 0.82% 26
2025
Q1 		$1.63M Sell
18,587
-541
-3% -$50.8K 0.81% 25
2024
Q4 		$1.73M Hold
19,128
– – 0.85% 24
2024
Q3 		$1.54M Buy
19,128
+8
+0% +$588 0.73% 26
2024
Q2 		$1.29M Sell
19,120
-644
-3% -$40.6K 0.65% 28
2024
Q1 		$1.19M Buy
19,764
+12
+0.1% +$687 0.6% 29
2023
Q4 		$1.04M Hold
19,752
– – 0.57% 30
2023
Q3 		$1.05M Sell
19,752
-588
-3% -$31.3K 0.63% 29
2023
Q2 		$1.07M Buy
20,340
+264
+1% +$13.3K 0.6% 31
2023
Q1 		$987K Buy
20,076
+567
+3% +$26.9K 0.56% 32
2022
Q4 		$922K Sell
19,509
-945
-5% -$44.9K 0.53% 34
2022
Q3 		$884K Buy
20,454
+12
+0.1% +$526 0.53% 35
2022
Q2 		$828K Sell
20,442
-348
-2% -$16K 0.49% 40
2022
Q1 		$1.03M Buy
20,790
+72
+0.3% +$3.38K 0.51% 38
2021
Q4 		$999K Hold
20,718
– – 0.47% 36
2021
Q3 		$963K Buy
20,718
+876
+4% +$42.2K 0.48% 34
2021
Q2 		$933K Buy
19,842
+105
+0.5% +$4.89K 0.46% 34
2021
Q1 		$894K Buy
19,737
+12,000
+155% +$556K 0.43% 34
2020
Q4 		$372K Buy
7,737
+2,949
+62% +$143K 0.19% 51
2020
Q3 		$223K Buy
+4,788
New +$213K 0.12% 58

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Towerpoint Wealth's WMT Position: Q3 2026 in Review

Towerpoint Wealth increased its Walmart Inc (WMT) stake by 2.2% in Q3 2026, buying an estimated $48.5K and bringing the position to 20,211 shares worth $2.1M. The position accounts for 0.74% of the portfolio, ranked #28.

Towerpoint Wealth first reported a position in WMT in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Towerpoint Wealth held 20,211 shares of Walmart Inc worth $2.1M as of Q3 2026.
  • Towerpoint Wealth bought 442 Walmart Inc shares in Q3 2026, an estimated $48.5K.
  • Walmart Inc made up 0.74% of Towerpoint Wealth's portfolio in Q3 2026, its #28 holding.
  • Towerpoint Wealth first reported a position in Walmart Inc in Q3 2020 and has held it in 25 quarters since.
  • Towerpoint Wealth's Walmart Inc position peaked at $2.34M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.