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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group's WMT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Walmart Inc (WMT) stake by 2% in Q2 2026, buying an estimated $36.3K and bringing the position to 14,913 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #85.

VisionPoint Advisory Group first reported a position in WMT in Q4 2018 and has held it in 20 quarters since. The position peaked at $2M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • VisionPoint Advisory Group held 14,913 shares of Walmart Inc worth $1.69M as of Q2 2026.
  • VisionPoint Advisory Group bought 292 Walmart Inc shares in Q2 2026, an estimated $36.3K.
  • Walmart Inc made up 0.28% of VisionPoint Advisory Group's portfolio in Q2 2026, its #85 holding.
  • VisionPoint Advisory Group first reported a position in Walmart Inc in Q4 2018 and has held it in 20 quarters since.
  • VisionPoint Advisory Group's Walmart Inc position peaked at $2M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.