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Timothy G. Youngquist 2020 Irrevocable Trust’s Walmart Inc WMT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$45.3K Sell
400
-6,686
-94% -$830K 0.01% 83
2026
Q1 		$881K Buy
+7,086
New +$870K 0.38% 69

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's WMT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust reduced its Walmart Inc (WMT) stake by 94% in Q2 2026, selling an estimated $830K and leaving 400 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #83.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $881K in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 400 shares of Walmart Inc worth $45.3K as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 6,686 Walmart Inc shares in Q2 2026, an estimated $830K.
  • Walmart Inc made up 0.01% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #83 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Walmart Inc position peaked at $881K in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.