True Wealth Design’s Walmart Inc WMT Stock Holding History

True Wealth Design’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	$355K	Sell	3,136 -750	-19%	-$93.1K	0.08%	60
2026 Q1	$483K	Buy	3,886 +301	+8%	+$37K	0.13%	35
2025 Q4	$399K	Buy	3,585 +430	+14%	+$46.2K	0.12%	35
2025 Q3	$325K	Buy	3,155 +1,976	+168%	+$197K	0.1%	38
2025 Q2	$115K	Buy	1,179 +78	+7%	+$7.43K	0.04%	91
2025 Q1	$96.6K	Sell	1,101 -230	-17%	-$21.6K	0.04%	97
2024 Q4	$120K	Buy	1,331 +495	+59%	+$43K	0.05%	54
2024 Q3	$67.5K	Hold	836	–	–	0.03%	89
2024 Q2	$56.6K	Buy	836 +32	+4%	+$2.02K	0.01%	160
2024 Q1	$48.4K	Buy	804 +30	+4%	+$1.72K	0.01%	166
2023 Q4	$40.7K	Sell	774 -6,519	-89%	-$345K	0.01%	164
2023 Q3	$389K	Hold	7,293	–	–	0.13%	107
2023 Q2	$382K	Hold	7,293	–	–	0.14%	104
2023 Q1	$358K	Buy	7,293 +7,227	+10,950%	+$343K	0.15%	108
2022 Q4	$3.12K	Buy	+66	New	+$3.13K	﹤0.01%	276

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's WMT Position: Q2 2026 in Review

True Wealth Design reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $93.1K and leaving 3,136 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #60.

True Wealth Design first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $483K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

True Wealth Design held 3,136 shares of Walmart Inc worth $355K as of Q2 2026.
True Wealth Design sold 750 Walmart Inc shares in Q2 2026, an estimated $93.1K.
Walmart Inc made up 0.08% of True Wealth Design's portfolio in Q2 2026, its #60 holding.
True Wealth Design first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Walmart Inc position peaked at $483K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.