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TrueFG’s Walmart Inc WMT Stock Holding History

TrueFG’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 		$215K Sell
1,899
-31
-2% -$3.85K 0.05% 69
2026
Q1 		$240K Hold
1,930
– – 0.06% 63
2025
Q4 		$215K Buy
+1,930
New +$207K 0.06% 65

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

TrueFG's WMT Position: Q2 2026 in Review

TrueFG reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $3.85K and leaving 1,899 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #69.

TrueFG first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TrueFG held 1,899 shares of Walmart Inc worth $215K as of Q2 2026.
  • TrueFG sold 31 Walmart Inc shares in Q2 2026, an estimated $3.85K.
  • Walmart Inc made up 0.05% of TrueFG's portfolio in Q2 2026, its #69 holding.
  • TrueFG first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • TrueFG's Walmart Inc position peaked at $240K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.