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 Q2	$244K	Sell	2,150 -15	-0.7%	-$1.86K	0.11%	92
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	$167K	Sell	4,179 -390	-9%	-$16K	0.02%	264
2020 Q1	$173K	Hold	4,569	–	–	0.03%	206
2019 Q4	$173K	Buy	+4,569	New	+$181K	0.02%	254

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 $3.38T AUM 44.17% 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's WMT Position: Q2 2026 in Review

tru Independence reduced its Walmart Inc (WMT) stake by 0.69% in Q2 2026, selling an estimated $1.86K and leaving 2,150 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #92.

tru Independence first reported a position in WMT in Q4 2019 and has held it in 10 quarters since. The position peaked at $269K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

tru Independence held 2,150 shares of Walmart Inc worth $244K as of Q2 2026.
tru Independence sold 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
Walmart Inc made up 0.11% of tru Independence's portfolio in Q2 2026, its #92 holding.
tru Independence first reported a position in Walmart Inc in Q4 2019 and has held it in 10 quarters since.
tru Independence's Walmart Inc position peaked at $269K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.