WMT WALMART INC

Ownership history in Sunpointe, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, LLC reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2024 Q3)
Avg. % of fund
0.9%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,713 -1,212 -4.1% 1.06% $3.2M $111.41
2025 Q3 ADDED 29,925 +1,418 +5.0% 1.11% $3.1M $102.85
2025 Q2 ADDED 28,507 +14,237 +99.8% 1.11% $2.8M $97.35
2025 Q1 REDUCED 14,270 -2,781 -16.3% 0.67% $1.3M $87.20
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% of Fund (quarterly)    WMT price (monthly, adj. close)
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