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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
Q2 		– Sell
-2,280
Closed -$283K – 131
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WorthPointe's WMT Position: Q2 2026 in Review

WorthPointe sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,280 shares — an estimated $283K sold.

WorthPointe first reported a position in WMT in Q1 2022 and held it in 14 quarters. The position peaked at $536K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WorthPointe reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • WorthPointe sold 2,280 Walmart Inc shares in Q2 2026, an estimated $283K.
  • WorthPointe first reported a position in Walmart Inc in Q1 2022 and held it in 14 quarters.
  • WorthPointe's Walmart Inc position peaked at $536K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.