Tru Independence Asset Management 2’s Walmart Inc WMT Stock Holding History

Tru Independence Asset Management 2’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 Q1	$530K	Hold	4,260	–	–	0.33%	52
2025 Q4	$476K	Sell	4,260 -240	-5%	-$25.8K	0.3%	57
2025 Q3	$464K	Hold	4,500	–	–	0.3%	62
2025 Q2	$440K	Sell	4,500 -1,585	-26%	-$151K	0.3%	63
2025 Q1	$537K	Buy	6,085 +220	+4%	+$20.6K	0.4%	50
2024 Q4	$531K	Buy	5,865 +750	+15%	+$65.1K	0.44%	45
2024 Q3	$413K	Buy	+5,115	New	+$376K	0.35%	50
2022 Q3	–	Sell	-28,614	Closed	-$1.16M	–	86
2022 Q2	$1.16M	Sell	28,614 -2,835	-9%	-$131K	0.95%	20
2022 Q1	$1.56M	Sell	31,449 -27,414	-47%	-$1.29M	0.9%	24
2021 Q4	$2.84M	Buy	58,863 +35,406	+151%	+$1.69M	1.51%	18
2021 Q3	$1.09M	Buy	+23,457	New	+$1.13M	0.77%	27
2021 Q1	–	Sell	-1,641	Closed	-$79K	–	420
2020 Q4	$79K	Buy	+1,641	New	+$79.7K	0.07%	133

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tru Independence Asset Management 2's WMT Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Walmart Inc (WMT) position steady in Q1 2026 at 4,260 shares worth $530K. The position accounts for 0.33% of the portfolio, ranked #52.

Tru Independence Asset Management 2 first reported a position in WMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.84M in Q4 2021. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Tru Independence Asset Management 2 held 4,260 shares of Walmart Inc worth $530K as of Q1 2026.
Tru Independence Asset Management 2 left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.33% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #52 holding.
Tru Independence Asset Management 2 first reported a position in Walmart Inc in Q4 2020 and has held it in 12 quarters since.
Tru Independence Asset Management 2's Walmart Inc position peaked at $2.84M in Q4 2021.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.