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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
Q3 		– Sell
-1,899
Closed -$215K – 77
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TrueFG's WMT Position: Q3 2026 in Review

TrueFG sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 1,899 shares — an estimated $215K sold.

TrueFG first reported a position in WMT in Q4 2025 and held it in 3 quarters. The position peaked at $240K in Q1 2026. 799 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • TrueFG reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • TrueFG sold 1,899 Walmart Inc shares in Q3 2026, an estimated $215K.
  • TrueFG first reported a position in Walmart Inc in Q4 2025 and held it in 3 quarters.
  • TrueFG's Walmart Inc position peaked at $240K in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.