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VisionPoint Advisory Group’s Walmart Inc WMT Stock Holding History

VisionPoint Advisory 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
Q3 		$1.64M Buy
15,739
+826
+6% +$90.7K 0.26% 85
2026
Q2 		$1.69M Buy
14,913
+292
+2% +$36.3K 0.28% 85
2026
Q1 		$1.82M Sell
14,621
-3,316
-18% -$407K 0.34% 70
2025
Q4 		$2M Hold
17,937
– – 0.39% 71
2025
Q3 		$1.85M Buy
17,937
+1,072
+6% +$107K 0.37% 75
2025
Q2 		$1.65M Buy
16,865
+12,129
+256% +$1.16M 0.36% 78
2025
Q1 		$416K Buy
4,736
+4,136
+689% +$388K 0.14% 131
2024
Q4 		$54K Buy
+600
New +$52.1K 0.02% 292
2024
Q3 		– Sell
-600
Closed -$40.6K – 786
2024
Q2 		$40.6K Sell
600
-9
-1% -$567 0.01% 300
2024
Q1 		$36.6K Buy
609
+9
+2% +$515 0.01% 309
2023
Q4 		$31.5K Sell
600
-1,080
-64% -$57.1K 0.01% 311
2023
Q3 		$89.6K Buy
1,680
+777
+86% +$41.3K 0.04% 201
2023
Q2 		$47.3K Buy
+903
New +$45.6K 0.02% 214
2021
Q2 		– Sell
-12,315
Closed -$558K – 118
2021
Q1 		$558K Sell
12,315
-3,000
-20% -$139K 0.27% 78
2020
Q4 		$736K Buy
15,315
+9
+0.1% +$437 0.37% 60
2020
Q3 		$714K Buy
15,306
+8,535
+126% +$379K 0.31% 44
2020
Q2 		$296K Buy
+6,771
New +$279K 0.12% 83
2019
Q4 		– Sell
-34,893
Closed -$1.37M – 146
2019
Q3 		$1.37M Sell
34,893
-3,741
-10% -$141K 0.38% 39
2019
Q2 		$1.42M Buy
38,634
+741
+2% +$25.5K 0.41% 38
2019
Q1 		$1.23M Sell
37,893
-270
-0.7% -$8.75K 0.35% 46
2018
Q4 		$1.19M Buy
+38,163
New +$1.22M 0.38% 40

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VisionPoint Advisory Group's WMT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Walmart Inc (WMT) stake by 5.5% in Q3 2026, buying an estimated $90.7K and bringing the position to 15,739 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #85.

VisionPoint Advisory Group first reported a position in WMT in Q4 2018 and has held it in 21 quarters since. The position peaked at $2M in Q4 2025. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • VisionPoint Advisory Group held 15,739 shares of Walmart Inc worth $1.64M as of Q3 2026.
  • VisionPoint Advisory Group bought 826 Walmart Inc shares in Q3 2026, an estimated $90.7K.
  • Walmart Inc made up 0.26% of VisionPoint Advisory Group's portfolio in Q3 2026, its #85 holding.
  • VisionPoint Advisory Group first reported a position in Walmart Inc in Q4 2018 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's Walmart Inc position peaked at $2M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.