Trail Ridge Investment Advisors’s Walmart Inc WMT Stock Holding History

Trail Ridge Investment Advisors’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	$403K	Sell	3,558 -268	-7%	-$33.3K	0.17%	71
2026 Q1	$475K	Buy	3,826 +215	+6%	+$26.4K	0.21%	74
2025 Q4	$402K	Buy	3,611 +110	+3%	+$11.8K	0.17%	80
2025 Q3	$361K	Buy	3,501 +170	+5%	+$16.9K	0.16%	85
2025 Q2	$326K	Sell	3,331 -496	-13%	-$47.3K	0.16%	83
2025 Q1	$336K	Sell	3,827 -700	-15%	-$65.7K	0.17%	80
2024 Q4	$409K	Buy	4,527 +215	+5%	+$18.7K	0.19%	82
2024 Q3	$359K	Buy	4,312 +18	+0.4%	+$1.32K	0.17%	86
2024 Q2	$291K	Buy	4,294 +559	+15%	+$35.2K	0.15%	90
2024 Q1	$225K	Buy	+3,735	New	+$214K	0.13%	97
2023 Q3	–	Sell	-6,600	Closed	-$346K	–	117
2023 Q2	$346K	Hold	6,600	–	–	0.21%	88
2023 Q1	$324K	Sell	6,600 -168	-2%	-$7.97K	0.21%	93
2022 Q4	$320K	Hold	6,768	–	–	0.22%	95
2022 Q3	$322K	Sell	6,768 -1,725	-20%	-$75.6K	0.21%	106
2022 Q2	$344K	Hold	8,493	–	–	0.23%	106
2022 Q1	$422K	Sell	8,493 -81	-0.9%	-$3.8K	0.26%	99
2021 Q4	$414K	Buy	+8,574	New	+$409K	0.25%	94

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trail Ridge Investment Advisors's WMT Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Walmart Inc (WMT) stake by 7% in Q2 2026, selling an estimated $33.3K and leaving 3,558 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #71.

Trail Ridge Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $475K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Trail Ridge Investment Advisors held 3,558 shares of Walmart Inc worth $403K as of Q2 2026.
Trail Ridge Investment Advisors sold 268 Walmart Inc shares in Q2 2026, an estimated $33.3K.
Walmart Inc made up 0.17% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #71 holding.
Trail Ridge Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
Trail Ridge Investment Advisors's Walmart Inc position peaked at $475K in Q1 2026.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.