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True Link Financial Advisors’s Walmart Inc WMT Stock Holding History

True Link Financial Advisors’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 		$357K Sell
3,151
-190
-6% -$23.6K 0.02% 69
2026
Q1 		$415K Sell
3,341
-304
-8% -$37.3K 0.03% 51
2025
Q4 		$406K Buy
+3,645
New +$391K 0.02% 64
2022
Q1 		– Sell
-2,502
Closed -$121K – 283
2021
Q4 		$121K Sell
2,502
-303
-11% -$14.5K 0.02% 329
2021
Q3 		$130K Hold
2,805
– – 0.02% 306
2021
Q2 		$132K Buy
2,805
+303
+12% +$14.1K 0.02% 267
2021
Q1 		$113K Sell
2,502
-1,470
-37% -$68.1K 0.02% 340
2020
Q4 		$191K Buy
+3,972
New +$193K 0.03% 271

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's WMT Position: Q2 2026 in Review

True Link Financial Advisors reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $23.6K and leaving 3,151 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #69.

True Link Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 8 quarters since. The position peaked at $415K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • True Link Financial Advisors held 3,151 shares of Walmart Inc worth $357K as of Q2 2026.
  • True Link Financial Advisors sold 190 Walmart Inc shares in Q2 2026, an estimated $23.6K.
  • Walmart Inc made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • True Link Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 8 quarters since.
  • True Link Financial Advisors's Walmart Inc position peaked at $415K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.