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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Twelve Points Wealth Management's WMT Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Walmart Inc (WMT) stake by 29% in Q2 2026, buying an estimated $74.2K and bringing the position to 2,637 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #172.

Twelve Points Wealth Management first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Twelve Points Wealth Management held 2,637 shares of Walmart Inc worth $299K as of Q2 2026.
  • Twelve Points Wealth Management bought 598 Walmart Inc shares in Q2 2026, an estimated $74.2K.
  • Walmart Inc made up 0.06% of Twelve Points Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Twelve Points Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.