WorthPointe’s Walmart Inc WMT Stock Holding History

WorthPointe’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	$283K	Sell	2,280 -2,530	-53%	-$311K	0.08%	92
2025 Q4	$536K	Buy	4,810 +514	+12%	+$55.2K	0.14%	80
2025 Q3	$443K	Buy	4,296 +6	+0.1%	+$597	0.17%	64
2025 Q2	$420K	Sell	4,290 -43	-1%	-$4.1K	0.18%	54
2025 Q1	$380K	Sell	4,333 -166	-4%	-$15.6K	0.17%	57
2024 Q4	$406K	Sell	4,499 -3	-0.1%	-$260	0.17%	59
2024 Q3	$364K	Sell	4,502 -584	-11%	-$42.9K	0.15%	58
2024 Q2	$344K	Buy	5,086 +172	+4%	+$10.8K	0.16%	52
2024 Q1	$296K	Sell	4,914 -561	-10%	-$32.1K	0.15%	50
2023 Q4	$288K	Sell	5,475 -213	-4%	-$11.3K	0.15%	57
2023 Q3	$303K	Buy	5,688 +825	+17%	+$43.9K	0.18%	51
2023 Q2	$255K	Buy	4,863 +657	+16%	+$33.1K	0.15%	49
2023 Q1	$207K	Buy	+4,206	New	+$200K	0.13%	51
2022 Q2	–	Sell	-4,056	Closed	-$201K	–	48
2022 Q1	$201K	Buy	+4,056	New	+$190K	0.16%	43

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

WorthPointe's WMT Position: Q1 2026 in Review

WorthPointe reduced its Walmart Inc (WMT) stake by 53% in Q1 2026, selling an estimated $311K and leaving 2,280 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #92.

WorthPointe first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $536K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

WorthPointe held 2,280 shares of Walmart Inc worth $283K as of Q1 2026.
WorthPointe sold 2,530 Walmart Inc shares in Q1 2026, an estimated $311K.
Walmart Inc made up 0.08% of WorthPointe's portfolio in Q1 2026, its #92 holding.
WorthPointe first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
WorthPointe's Walmart Inc position peaked at $536K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.