Trust Point Inc’s Walmart Inc WMT Stock Holding History

Trust Point Inc’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	$6.03M	Buy	53,229 +832	+2%	+$103K	0.51%	29
2026 Q1	$6.51M	Sell	52,397 -2,710	-5%	-$333K	0.57%	29
2025 Q4	$6.14M	Sell	55,107 -380	-0.7%	-$40.8K	0.48%	30
2025 Q3	$5.72M	Sell	55,487 -4,857	-8%	-$484K	0.46%	30
2025 Q2	$5.9M	Buy	60,344 +6,789	+13%	+$647K	0.56%	26
2025 Q1	$4.7M	Sell	53,555 -6,036	-10%	-$566K	0.43%	31
2024 Q4	$5.38M	Buy	59,591 +4,456	+8%	+$387K	0.37%	32
2024 Q3	$4.45M	Buy	55,135 +238	+0.4%	+$17.5K	0.33%	28
2024 Q2	$3.72M	Sell	54,897 -1,017	-2%	-$64K	0.3%	36
2024 Q1	$3.36M	Sell	55,914 -6,381	-10%	-$365K	0.26%	40
2023 Q4	$3.27M	Buy	+62,295	New	+$3.3M	0.27%	40

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's WMT Position: Q2 2026 in Review

Trust Point Inc increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $103K and bringing the position to 53,229 shares worth $6.03M. The position accounts for 0.51% of the portfolio, ranked #29.

Trust Point Inc first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.51M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Trust Point Inc held 53,229 shares of Walmart Inc worth $6.03M as of Q2 2026.
Trust Point Inc bought 832 Walmart Inc shares in Q2 2026, an estimated $103K.
Walmart Inc made up 0.51% of Trust Point Inc's portfolio in Q2 2026, its #29 holding.
Trust Point Inc first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Walmart Inc position peaked at $6.51M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.