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 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	$9.95M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TritonPoint Wealth's WMT Position: Q2 2026 in Review

TritonPoint Wealth reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $368K and leaving 111,967 shares worth $12.7M. The position accounts for 1.25% of the portfolio, ranked #18.

TritonPoint Wealth first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2025. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

TritonPoint Wealth held 111,967 shares of Walmart Inc worth $12.7M as of Q2 2026.
TritonPoint Wealth sold 2,965 Walmart Inc shares in Q2 2026, an estimated $368K.
Walmart Inc made up 1.25% of TritonPoint Wealth's portfolio in Q2 2026, its #18 holding.
TritonPoint Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Walmart Inc position peaked at $14.5M in Q3 2025.
4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.