TWIL
WMT icon

TrueNorth Wealth & Impact, LLC’s Walmart Inc WMT Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$8.28M Buy
+79,723
New +$8.75M 3.15% 8

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's WMT Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Walmart Inc (WMT) in Q3 2026: 79,723 shares worth $8.28M. The stake represents 3.15% of the portfolio and ranks #8 among its holdings.

3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 79,723 shares of Walmart Inc worth $8.28M as of Q3 2026.
  • Walmart Inc was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Walmart Inc made up 3.15% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #8 holding.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.