WMT — WALMART INC

Ownership history in TrinityPoint Wealth, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, 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
0.85% (2024 Q4)
Avg. % of fund
0.5%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 66,708 -5,687 -7.9% 0.85% $6.0M $89.49
2024 Q3 REDUCED 72,395 -1,515 -2.0% 0.84% $5.8M $79.81
2024 Q2 ADDED 73,910 +13,580 +22.5% 0.78% $5.0M $66.73
2024 Q1 ADDED 60,330 +40,814 +209.1% 0.60% $3.6M $59.09
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)

Other funds also holding WMT

As of 2025 Q4 — sorted by position size

Hexagon Capital Partners LLC 3Y 47.27% Narus Financial Partners, LLC 3Y 7Y 42.45% HERITAGE OAK WEALTH ADVISORS LLC 36.25% CTC Alternative Strategies, Ltd. 3Y 7Y 18.51% TradeLink Capital LLC 3Y 7Y 15.82% Legacy Capital Wealth Partners, LLC 3Y 12.5% Empirical Capital Management, LLC 3Y 7Y 12.45% NEW WAVE WEALTH ADVISORS LLC 11.47% Forty-three Eighteen Advisors, LLC 10.32% TLW Wealth Management, LLC 3Y 7Y 9.57%
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