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True North Advisors’s Walmart Inc WMT Stock Holding History

True North 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 		$939K Sell
8,291
-2,094
-20% -$260K 0.09% 123
2026
Q1 		$1.29M Buy
10,385
+560
+6% +$68.8K 0.15% 95
2025
Q4 		$1.09M Sell
9,825
-3,555
-27% -$382K 0.14% 108
2025
Q3 		$1.38M Buy
13,380
+1,345
+11% +$134K 0.22% 71
2025
Q2 		$1.18M Buy
12,035
+5,678
+89% +$541K 0.23% 85
2025
Q1 		$558K Sell
6,357
-5,572
-47% -$523K 0.1% 126
2024
Q4 		$1.08M Buy
11,929
+1,225
+11% +$106K 0.25% 63
2024
Q3 		$864K Sell
10,704
-2,216
-17% -$163K 0.23% 70
2024
Q2 		$875K Sell
12,920
-8,410
-39% -$530K 0.23% 74
2024
Q1 		$1.28M Sell
21,330
-6,792
-24% -$389K 0.35% 46
2023
Q4 		$1.48M Sell
28,122
-243
-0.9% -$12.9K 0.38% 42
2023
Q3 		$1.51M Sell
28,365
-5,907
-17% -$314K 0.47% 41
2023
Q2 		$1.8M Sell
34,272
-849
-2% -$42.8K 0.51% 44
2023
Q1 		$1.73M Buy
35,121
+3,003
+9% +$143K 0.51% 47
2022
Q4 		$1.52M Buy
32,118
+6
+0% +$285 0.52% 51
2022
Q3 		$1.39M Sell
32,112
-1,587
-5% -$69.5K 0.46% 54
2022
Q2 		$1.36M Buy
33,699
+633
+2% +$29.2K 0.43% 60
2022
Q1 		$1.64M Sell
33,066
-1,476
-4% -$69.3K 0.44% 52
2021
Q4 		$1.67M Sell
34,542
-2,760
-7% -$132K 0.28% 76
2021
Q3 		$1.73M Buy
37,302
+798
+2% +$38.4K 0.34% 69
2021
Q2 		$1.72M Buy
36,504
+4,590
+14% +$214K 0.36% 64
2021
Q1 		$1.45M Sell
31,914
-459
-1% -$21.3K 0.34% 66
2020
Q4 		$1.55M Sell
32,373
-4,710
-13% -$229K 0.4% 59
2020
Q3 		$1.73M Buy
37,083
+1,401
+4% +$62.3K 0.5% 49
2020
Q2 		$1.42M Buy
35,682
+26,583
+292% +$1.09M 0.34% 62
2020
Q1 		$344K Hold
9,099
– – 0.12% 90
2019
Q4 		$360K Buy
+9,099
New +$361K 0.1% 79

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True North Advisors's WMT Position: Q2 2026 in Review

True North Advisors reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $260K and leaving 8,291 shares worth $939K. The position accounts for 0.09% of the portfolio, ranked #123.

True North Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.8M in Q2 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • True North Advisors held 8,291 shares of Walmart Inc worth $939K as of Q2 2026.
  • True North Advisors sold 2,094 Walmart Inc shares in Q2 2026, an estimated $260K.
  • Walmart Inc made up 0.09% of True North Advisors's portfolio in Q2 2026, its #123 holding.
  • True North Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Walmart Inc position peaked at $1.8M in Q2 2023.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.