TritonPoint Wealth’s Walmart Inc WMT Stock Holding History

TritonPoint 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	$11.2M	Sell	107,908 -4,059	-4%	-$446K	1.11%	20
2026 Q2	$12.7M	Sell	111,967 -2,965	-3%	-$368K	1.25%	18
2026 Q1	$14.3M	Sell	114,932 -2,225	-2%	-$273K	1.53%	14
2025 Q4	$13.1M	Sell	117,157 -23,497	-17%	-$2.52M	1.33%	17
2025 Q3	$14.5M	Buy	140,654 +639	+0.5%	+$63.6K	1.24%	16
2025 Q2	$13.7M	Sell	140,015 -4,486	-3%	-$427K	1.27%	15
2025 Q1	$12.7M	Sell	144,501 -1,055	-0.7%	-$99K	1.21%	18
2024 Q4	$13.2M	Sell	145,556 -6,587	-4%	-$572K	1.19%	18
2024 Q3	$12.1M	Buy	152,143 +5,245	+4%	+$385K	1.11%	22
2024 Q2	$9.9M	Buy	146,898 +2,318	+2%	+$146K	0.96%	26
2024 Q1	$7.19M	Buy	144,580 +4,540	+3%	+$260K	0.75%	33
2023 Q4	$7.39M	Buy	+140,040	New	+$7.41M	0.72%	33

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TritonPoint Wealth's WMT Position: Q3 2026 in Review

TritonPoint Wealth reduced its Walmart Inc (WMT) stake by 3.6% in Q3 2026, selling an estimated $446K and leaving 107,908 shares worth $11.2M. The position accounts for 1.11% of the portfolio, ranked #20.

TritonPoint Wealth first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q3 2025. 2,911 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

TritonPoint Wealth held 107,908 shares of Walmart Inc worth $11.2M as of Q3 2026.
TritonPoint Wealth sold 4,059 Walmart Inc shares in Q3 2026, an estimated $446K.
Walmart Inc made up 1.11% of TritonPoint Wealth's portfolio in Q3 2026, its #20 holding.
TritonPoint Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Walmart Inc position peaked at $14.5M in Q3 2025.
2,911 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.