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Trinity Legacy Partners’s Walmart Inc WMT Stock Holding History

Trinity Legacy Partners’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
2021
Q4 		– Sell
-900
Closed -$1K – 122
2021
Q3 		$1K Sell
900
-3,000
-77% -$145K ﹤0.01% 103
2021
Q2 		$4K Sell
3,900
-600
-13% -$27.9K ﹤0.01% 103
2021
Q1 		$6K Buy
4,500
+2,400
+114% +$111K ﹤0.01% 91
2020
Q4 		$5K Buy
+2,100
New +$102K ﹤0.01% 86

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Trinity Legacy Partners's WMT Position: Q2 2026 in Review

Trinity Legacy Partners sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 3,288 shares — an estimated $411K sold.

Trinity Legacy Partners first reported a position in WMT in Q4 2018 and held it in 20 quarters. The position peaked at $5.05M in Q1 2021. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Trinity Legacy Partners reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Trinity Legacy Partners sold 3,288 Walmart Inc shares in Q2 2026, an estimated $411K.
  • Trinity Legacy Partners first reported a position in Walmart Inc in Q4 2018 and held it in 20 quarters.
  • Trinity Legacy Partners's Walmart Inc position peaked at $5.05M in Q1 2021.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.