TRUE Private Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $633K | Buy |
5,592
+68
| +1% | +$8.44K | 0.05% | 158 |
|
|
2026
Q1 | $687K | Buy |
5,524
+606
| +12% | +$74.4K | 0.07% | 141 |
|
|
2025
Q4 | $548K | Sell |
4,918
-100
| -2% | -$10.7K | 0.05% | 152 |
|
|
2025
Q3 | $517K | Sell |
5,018
-106
| -2% | -$10.6K | 0.05% | 155 |
|
|
2025
Q2 | $501K | Buy |
5,124
+305
| +6% | +$29.1K | 0.06% | 145 |
|
|
2025
Q1 | $423K | Buy |
4,819
+2
| +0% | +$188 | 0.05% | 146 |
|
|
2024
Q4 | $435K | Buy |
4,817
+499
| +12% | +$43.3K | 0.05% | 144 |
|
|
2024
Q3 | $349K | Sell |
4,318
-9,581
| -69% | -$704K | 0.04% | 154 |
|
|
2024
Q2 | $941K | Buy |
13,899
+497
| +4% | +$31.3K | 0.11% | 102 |
|
|
2024
Q1 | $806K | Buy |
13,402
+1,234
| +10% | +$70.6K | 0.09% | 109 |
|
|
2023
Q4 | $639K | Buy |
12,168
+1,908
| +19% | +$101K | 0.08% | 129 |
|
|
2023
Q3 | $547K | Buy |
10,260
+1,962
| +24% | +$104K | 0.08% | 131 |
|
|
2023
Q2 | $435K | Buy |
8,298
+501
| +6% | +$25.3K | 0.06% | 144 |
|
|
2023
Q1 | $383K | Buy |
7,797
+60
| +0.8% | +$2.85K | 0.06% | 146 |
|
|
2022
Q4 | $366K | Sell |
7,737
-894
| -10% | -$42.5K | 0.06% | 144 |
|
|
2022
Q3 | $373K | Buy |
8,631
+156
| +2% | +$6.83K | 0.06% | 130 |
|
|
2022
Q2 | $343K | Hold |
8,475
| – | – | 0.05% | 147 |
|
|
2022
Q1 | $436K | Sell |
8,475
-186
| -2% | -$8.73K | 0.06% | 139 |
|
|
2021
Q4 | $417K | Sell |
8,661
-747
| -8% | -$35.7K | 0.06% | 164 |
|
|
2021
Q3 | $437K | Sell |
9,408
-117
| -1% | -$5.64K | 0.06% | 155 |
|
|
2021
Q2 | $447K | Sell |
9,525
-2,934
| -24% | -$137K | 0.07% | 142 |
|
|
2021
Q1 | $566K | Buy |
12,459
+1,863
| +18% | +$86.3K | 0.09% | 125 |
|
|
2020
Q4 | $511K | Sell |
10,596
-18
| -0.2% | -$874 | 0.09% | 125 |
|
|
2020
Q3 | $495K | Sell |
10,614
-2,880
| -21% | -$128K | 0.08% | 122 |
|
|
2020
Q2 | $538K | Buy |
13,494
+2,274
| +20% | +$93.5K | 0.1% | 111 |
|
|
2020
Q1 | $427K | Sell |
11,220
-6,006
| -35% | -$231K | 0.09% | 108 |
|
|
2019
Q4 | $685K | Buy |
17,226
+5,754
| +50% | +$229K | 0.11% | 111 |
|
|
2019
Q3 | $453K | Buy |
11,472
+1,134
| +11% | +$42.8K | 0.08% | 129 |
|
|
2019
Q2 | $380K | Buy |
10,338
+981
| +10% | +$33.8K | 0.06% | 138 |
|
|
2019
Q1 | $305K | Sell |
9,357
-14,175
| -60% | -$460K | 0.06% | 150 |
|
|
2018
Q4 | $734K | Buy |
23,532
+4,287
| +22% | +$137K | 0.13% | 107 |
|
|
2018
Q3 | $602K | Sell |
19,245
-39
| -0.2% | -$1.19K | 0.08% | 151 |
|
|
2018
Q2 | $550K | Sell |
19,284
-1,431
| -7% | -$40.7K | 0.09% | 150 |
|
|
2018
Q1 | $617K | Buy |
20,715
+3,393
| +20% | +$109K | 0.11% | 111 |
|
|
2017
Q4 | $571K | Buy |
+17,322
| New | +$530K | 0.1% | 116 |
|
Other funds holding WMT
TRUE Private Wealth Advisors's WMT Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 5,592 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #158.
TRUE Private Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $941K in Q2 2024. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- TRUE Private Wealth Advisors held 5,592 shares of Walmart Inc worth $633K as of Q2 2026.
- TRUE Private Wealth Advisors bought 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
- Walmart Inc made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #158 holding.
- TRUE Private Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- TRUE Private Wealth Advisors's Walmart Inc position peaked at $941K in Q2 2024.
- 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.