Indiana Trust & Investment Management’s Walmart Inc WMT Stock Holding History

Indiana Trust & Investment Management’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	$3.38M	Buy	29,831 +3,120	+12%	+$387K	0.92%	16
2026 Q1	$3.32M	Buy	26,711 +2,430	+10%	+$298K	1.03%	19
2025 Q4	$2.71M	Sell	24,281 -220	-0.9%	-$23.6K	0.8%	20
2025 Q3	$2.53M	Buy	24,501 +1,005	+4%	+$100K	0.77%	20
2025 Q2	$2.3M	Buy	23,496 +3,536	+18%	+$337K	0.76%	22
2025 Q1	$1.75M	Buy	19,960 +1,360	+7%	+$128K	0.63%	31
2024 Q4	$1.68M	Buy	18,600 +3,400	+22%	+$295K	0.57%	35
2024 Q3	$1.23M	Buy	15,200 +3,150	+26%	+$231K	0.42%	54
2024 Q2	$816K	Sell	12,050 -85	-0.7%	-$5.35K	0.3%	65
2024 Q1	$730K	Sell	12,135 -300	-2%	-$17.2K	0.29%	75
2023 Q4	$653K	Sell	12,435 -759	-6%	-$40.2K	0.3%	77
2023 Q3	$703K	Sell	13,194 -855	-6%	-$45.5K	0.36%	67
2023 Q2	$736K	Sell	14,049 -240	-2%	-$12.1K	0.38%	49
2023 Q1	$702K	Buy	14,289 +630	+5%	+$29.9K	0.38%	49
2022 Q4	$646	Buy	13,659 +525	+4%	+$24.9K	0.36%	54
2022 Q3	$568K	Sell	13,134 -900	-6%	-$39.4K	0.34%	55
2022 Q2	$569K	Hold	14,034	–	–	0.32%	55
2022 Q1	$697K	Buy	14,034 +4,200	+43%	+$197K	0.33%	60
2021 Q4	$474K	Hold	9,834	–	–	0.22%	73
2021 Q3	$457K	Sell	9,834 -600	-6%	-$28.9K	0.23%	73
2021 Q2	$501K	Buy	10,434 +600	+6%	+$27.9K	0.27%	61
2021 Q1	$445K	Sell	9,834 -600	-6%	-$27.8K	0.24%	73
2020 Q4	$501K	Sell	10,434 -48	-0.5%	-$2.33K	0.27%	61
2020 Q3	$489K	Hold	10,482	–	–	0.29%	61
2020 Q2	$419K	Hold	10,482	–	–	0.26%	64
2020 Q1	$397K	Hold	10,482	–	–	0.28%	65
2019 Q4	$415K	Hold	10,482	–	–	0.23%	78
2019 Q3	$415K	Sell	10,482 -8,010	-43%	-$302K	0.23%	78
2019 Q2	$681K	Hold	18,492	–	–	0.37%	59
2019 Q1	$601K	Buy	18,492 +600	+3%	+$19.5K	0.31%	64
2018 Q4	$556K	Buy	17,892 +174	+1%	+$5.58K	0.31%	67
2018 Q3	$555K	Hold	17,718	–	–	0.25%	74
2018 Q2	$506K	Sell	17,718 -147	-0.8%	-$4.18K	0.24%	75
2018 Q1	$530K	Buy	17,865 +1,368	+8%	+$44K	0.25%	75
2017 Q4	$543K	Hold	16,497	–	–	0.25%	76
2017 Q3	$430K	Hold	16,497	–	–	0.21%	83
2017 Q2	$416K	Buy	16,497 +405	+3%	+$10.3K	0.2%	86
2017 Q1	$387K	Hold	16,092	–	–	0.19%	88
2016 Q4	$371K	Sell	16,092 -258	-2%	-$6.02K	0.19%	88
2016 Q3	$393K	Sell	16,350 -600	-4%	-$14.6K	0.2%	88
2016 Q2	$413K	Hold	16,950	–	–	0.21%	84
2016 Q1	$387K	Sell	16,950 -147	-0.9%	-$3.22K	0.2%	86
2015 Q4	$490K	Buy	17,097 +147	+0.9%	+$2.95K	0.26%	77
2015 Q3	$366K	Sell	16,950 -147	-0.9%	-$3.37K	0.21%	83
2015 Q2	$404K	Hold	17,097	–	–	0.21%	87
2015 Q1	$469K	Hold	17,097	–	–	0.24%	80
2014 Q4	$490K	Hold	17,097	–	–	0.26%	77
2014 Q3	$435K	Hold	17,097	–	–	0.23%	81
2014 Q2	$428K	Buy	17,097 +6,735	+65%	+$173K	0.25%	81
2014 Q1	$264K	Sell	10,362 -300	-3%	-$7.53K	0.16%	93
2013 Q4	$279K	Buy	10,662 +270	+3%	+$6.97K	0.16%	90
2013 Q3	$256K	Sell	10,392 -300	-3%	-$7.56K	0.15%	88
2013 Q2	$265K	Buy	+10,692	New	+$274K	0.22%	83

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Indiana Trust & Investment Management's WMT Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $387K and bringing the position to 29,831 shares worth $3.38M. The position accounts for 0.92% of the portfolio, ranked #16.

Indiana Trust & Investment Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Indiana Trust & Investment Management held 29,831 shares of Walmart Inc worth $3.38M as of Q2 2026.
Indiana Trust & Investment Management bought 3,120 Walmart Inc shares in Q2 2026, an estimated $387K.
Walmart Inc made up 0.92% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #16 holding.
Indiana Trust & Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.