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Twelve Points Wealth Management’s Walmart Inc WMT Stock Holding History

Twelve Points Wealth Management’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 		$255K Sell
2,061
-576
-22% -$63.2K 0.05% 189
2026
Q2 		$299K Buy
2,637
+598
+29% +$74.2K 0.06% 172
2026
Q1 		$253K Buy
2,039
+20
+1% +$2.46K 0.06% 172
2025
Q4 		$231K Hold
2,019
– – 0.05% 176
2025
Q3 		$208K Buy
+2,019
New +$201K 0.05% 180

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Twelve Points Wealth Management's WMT Position: Q3 2026 in Review

Twelve Points Wealth Management reduced its Walmart Inc (WMT) stake by 22% in Q3 2026, selling an estimated $63.2K and leaving 2,061 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #189.

Twelve Points Wealth Management first reported a position in WMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $299K in Q2 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Twelve Points Wealth Management held 2,061 shares of Walmart Inc worth $255K as of Q3 2026.
  • Twelve Points Wealth Management sold 576 Walmart Inc shares in Q3 2026, an estimated $63.2K.
  • Walmart Inc made up 0.05% of Twelve Points Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Twelve Points Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 5 quarters since.
  • Twelve Points Wealth Management's Walmart Inc position peaked at $299K in Q2 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.