Waypoint Wealth Counsel’s Walmart Inc WMT Stock Holding History

Waypoint Wealth Counsel’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	$1.34M	Sell	10,787 -4,381	-29%	-$538K	0.69%	21
2025 Q4	$1.69M	Buy	15,168 +1,779	+13%	+$191K	0.62%	27
2025 Q3	$1.38M	Buy	13,389 +6,900	+106%	+$687K	0.54%	35
2025 Q2	$634K	Buy	6,489 +930	+17%	+$88.6K	0.31%	52
2025 Q1	$488K	Sell	5,559 -34	-0.6%	-$3.19K	0.31%	55
2024 Q4	$505K	Buy	5,593 +400	+8%	+$34.7K	0.33%	50
2024 Q3	$419K	Buy	5,193 +425	+9%	+$31.2K	0.28%	57
2024 Q2	$323K	Buy	4,768 +53	+1%	+$3.34K	0.25%	59
2024 Q1	$284K	Buy	4,715 +74	+2%	+$4.23K	0.22%	76
2023 Q4	$244K	Buy	4,641 +126	+3%	+$6.67K	0.21%	80
2023 Q3	$241K	Buy	4,515 +12	+0.3%	+$639	0.23%	76
2023 Q2	$236K	Buy	4,503 +225	+5%	+$11.4K	0.21%	76
2023 Q1	$210K	Buy	+4,278	New	+$203K	0.16%	85

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waypoint Wealth Counsel's WMT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $538K and leaving 10,787 shares worth $1.34M. The position accounts for 0.69% of the portfolio, ranked #21.

Waypoint Wealth Counsel first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Waypoint Wealth Counsel held 10,787 shares of Walmart Inc worth $1.34M as of Q1 2026.
Waypoint Wealth Counsel sold 4,381 Walmart Inc shares in Q1 2026, an estimated $538K.
Walmart Inc made up 0.69% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #21 holding.
Waypoint Wealth Counsel first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
Waypoint Wealth Counsel's Walmart Inc position peaked at $1.69M in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.