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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
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 $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

Twelve Points Wealth Management's WMT Position: Q1 2026 in Review

Twelve Points Wealth Management increased its Walmart Inc (WMT) stake by 0.99% in Q1 2026, buying an estimated $2.46K and bringing the position to 2,039 shares worth $253K. 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 3 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Twelve Points Wealth Management held 2,039 shares of Walmart Inc worth $253K as of Q1 2026.
  • Twelve Points Wealth Management bought 20 Walmart Inc shares in Q1 2026, an estimated $2.46K.
  • Walmart Inc made up 0.06% of Twelve Points Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Twelve Points Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.