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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
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 $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

True Link Financial Advisors's WMT Position: Q1 2026 in Review

True Link Financial Advisors reduced its Walmart Inc (WMT) stake by 8.3% in Q1 2026, selling an estimated $37.3K and leaving 3,341 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #51.

True Link Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • True Link Financial Advisors held 3,341 shares of Walmart Inc worth $415K as of Q1 2026.
  • True Link Financial Advisors sold 304 Walmart Inc shares in Q1 2026, an estimated $37.3K.
  • Walmart Inc made up 0.03% of True Link Financial Advisors's portfolio in Q1 2026, its #51 holding.
  • True Link Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 7 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.