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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TritonPoint Wealth's WMT Position: Q1 2026 in Review

TritonPoint Wealth reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $273K and leaving 114,932 shares worth $14.3M. The position accounts for 1.53% of the portfolio, ranked #14.

TritonPoint Wealth first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

TritonPoint Wealth held 114,932 shares of Walmart Inc worth $14.3M as of Q1 2026.
TritonPoint Wealth sold 2,225 Walmart Inc shares in Q1 2026, an estimated $273K.
Walmart Inc made up 1.53% of TritonPoint Wealth's portfolio in Q1 2026, its #14 holding.
TritonPoint Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Walmart Inc position peaked at $14.5M in Q3 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.