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Turning Point Benefit Group’s Walmart Inc WMT Stock Holding History

Turning Point Benefit Group’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 		– Sell
-510
Closed -$56.8K – 799
2025
Q4 		$56.8K Buy
510
+2
+0.4% +$215 0.03% 142
2025
Q3 		$51.8K Buy
+508
New +$50.6K 0.03% 142
2025
Q1 		– Sell
-2,372
Closed -$217K – 75
2024
Q4 		$217K Buy
+2,372
New +$206K 0.21% 60

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Turning Point Benefit Group's WMT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 510 shares — an estimated $56.8K sold.

Turning Point Benefit Group first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $217K in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 510 Walmart Inc shares in Q1 2026, an estimated $56.8K.
  • Turning Point Benefit Group first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
  • Turning Point Benefit Group's Walmart Inc position peaked at $217K in Q4 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.