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tru Independence’s Walmart Inc WMT Stock Holding History

tru Independence’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 		$269K Buy
2,165
+35
+2% +$4.3K 0.13% 82
2025
Q4 		$237K Buy
2,130
+49
+2% +$5.26K 0.06% 121
2025
Q3 		$215K Buy
+2,081
New +$207K 0.06% 122
2021
Q3 		– Sell
-1,275
Closed -$60K – 334
2021
Q2 		$60K Buy
+1,275
New +$59.4K 0.02% 181
2021
Q1 		– Sell
-3,147
Closed -$151 – 718
2020
Q4 		$151 Buy
3,147
+1,356
+76% +$65.8K ﹤0.01% 440
2020
Q3 		$84K Sell
1,791
-2,388
-57% -$106K 0.02% 193
2020
Q2 		$167 Sell
4,179
-390
-9% -$16K 0.02% 264
2020
Q1 		$173 Hold
4,569
– – 0.03% 206
2019
Q4 		$173K Buy
+4,569
New +$181K 0.02% 254

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's WMT Position: Q1 2026 in Review

tru Independence increased its Walmart Inc (WMT) stake by 1.6% in Q1 2026, buying an estimated $4.3K and bringing the position to 2,165 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #82.

tru Independence first reported a position in WMT in Q4 2019 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • tru Independence held 2,165 shares of Walmart Inc worth $269K as of Q1 2026.
  • tru Independence bought 35 Walmart Inc shares in Q1 2026, an estimated $4.3K.
  • Walmart Inc made up 0.13% of tru Independence's portfolio in Q1 2026, its #82 holding.
  • tru Independence first reported a position in Walmart Inc in Q4 2019 and has held it in 9 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.