Trueblood Wealth Management’s Walmart Inc WMT Stock Holding History

Trueblood Wealth Management’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	$2.51M	Buy	22,201 +195	+0.9%	+$24.2K	0.88%	19
2026 Q1	$2.73M	Sell	22,006 -627	-3%	-$77K	1.07%	14
2025 Q4	$2.52M	Buy	22,633 +409	+2%	+$43.9K	0.98%	15
2025 Q3	$2.29M	Buy	22,224 +705	+3%	+$70.2K	0.89%	17
2025 Q2	$2.1M	Buy	21,519 +614	+3%	+$58.5K	0.88%	19
2025 Q1	$1.84M	Buy	20,905 +6,026	+41%	+$565K	0.85%	24
2024 Q4	$1.34M	Buy	14,879 +2,177	+17%	+$189K	0.66%	39
2024 Q3	$1.03M	Buy	12,702 +550	+5%	+$40.4K	0.51%	62
2024 Q2	$823K	Buy	12,152 +79	+0.7%	+$4.97K	0.46%	73
2024 Q1	$726K	Buy	12,073 +2,071	+21%	+$118K	0.42%	78
2023 Q4	$526K	Buy	+10,002	New	+$529K	0.33%	99

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

Trueblood Wealth Management's WMT Position: Q2 2026 in Review

Trueblood Wealth Management increased its Walmart Inc (WMT) stake by 0.89% in Q2 2026, buying an estimated $24.2K and bringing the position to 22,201 shares worth $2.51M. The position accounts for 0.88% of the portfolio, ranked #19.

Trueblood Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Trueblood Wealth Management held 22,201 shares of Walmart Inc worth $2.51M as of Q2 2026.
Trueblood Wealth Management bought 195 Walmart Inc shares in Q2 2026, an estimated $24.2K.
Walmart Inc made up 0.88% of Trueblood Wealth Management's portfolio in Q2 2026, its #19 holding.
Trueblood Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Walmart Inc position peaked at $2.73M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.