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 Q2	$519K	Buy	4,581 +321	+8%	+$39.9K	0.28%	59
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 $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

Tru Independence Asset Management 2's WMT Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its Walmart Inc (WMT) stake by 7.5% in Q2 2026, buying an estimated $39.9K and bringing the position to 4,581 shares worth $519K. The position accounts for 0.28% of the portfolio, ranked #59.

Tru Independence Asset Management 2 first reported a position in WMT in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.84M in Q4 2021. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Tru Independence Asset Management 2 held 4,581 shares of Walmart Inc worth $519K as of Q2 2026.
Tru Independence Asset Management 2 bought 321 Walmart Inc shares in Q2 2026, an estimated $39.9K.
Walmart Inc made up 0.28% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #59 holding.
Tru Independence Asset Management 2 first reported a position in Walmart Inc in Q4 2020 and has held it in 13 quarters since.
Tru Independence Asset Management 2's Walmart Inc position peaked at $2.84M in Q4 2021.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.