Truepoint Inc’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 | $489K | Buy |
4,319
+107
| +3% | +$13.3K | 0.01% | 112 |
|
|
2026
Q1 | $524K | Buy |
4,212
+358
| +9% | +$44K | 0.01% | 107 |
|
|
2025
Q4 | $429K | Sell |
3,854
-264
| -6% | -$28.3K | 0.01% | 111 |
|
|
2025
Q3 | $424K | Buy |
4,118
+1,200
| +41% | +$119K | 0.01% | 105 |
|
|
2025
Q2 | $285K | Sell |
2,918
-86
| -3% | -$8.19K | 0.01% | 123 |
|
|
2025
Q1 | $264K | Hold |
3,004
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $271K | Buy |
+3,004
| New | +$261K | 0.01% | 115 |
|
|
2024
Q1 | – | Sell |
-12,927
| Closed | -$679K | – | 244 |
|
|
2023
Q4 | $679K | Sell |
12,927
-2,784
| -18% | -$147K | 0.02% | 109 |
|
|
2023
Q3 | $838K | Buy |
15,711
+8,145
| +108% | +$433K | 0.03% | 84 |
|
|
2023
Q2 | $396K | Buy |
7,566
+36
| +0.5% | +$1.82K | 0.01% | 114 |
|
|
2023
Q1 | $370K | Sell |
7,530
-48
| -0.6% | -$2.28K | 0.01% | 110 |
|
|
2022
Q4 | $358K | Sell |
7,578
-372
| -5% | -$17.7K | 0.01% | 116 |
|
|
2022
Q3 | $344K | Hold |
7,950
| – | – | 0.02% | 112 |
|
|
2022
Q2 | $322K | Hold |
7,950
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $395K | Sell |
7,950
-1,779
| -18% | -$83.5K | 0.02% | 102 |
|
|
2021
Q4 | $469K | Sell |
9,729
-156
| -2% | -$7.45K | 0.02% | 88 |
|
|
2021
Q3 | $459K | Sell |
9,885
-414
| -4% | -$19.9K | 0.02% | 84 |
|
|
2021
Q2 | $484K | Sell |
10,299
-261
| -2% | -$12.2K | 0.03% | 72 |
|
|
2021
Q1 | $478K | Sell |
10,560
-402
| -4% | -$18.6K | 0.03% | 74 |
|
|
2020
Q4 | $527K | Buy |
+10,962
| New | +$532K | 0.04% | 67 |
|
|
2020
Q1 | – | Sell |
-9,960
| Closed | -$395K | – | 117 |
|
|
2019
Q4 | $395K | Hold |
9,960
| – | – | 0.03% | 81 |
|
|
2019
Q3 | $394K | Sell |
9,960
-111
| -1% | -$4.19K | 0.03% | 73 |
|
|
2019
Q2 | $371K | Sell |
10,071
-906
| -8% | -$31.2K | 0.03% | 82 |
|
|
2019
Q1 | $357K | Buy |
10,977
+1,569
| +17% | +$50.9K | 0.03% | 78 |
|
|
2018
Q4 | $292K | Sell |
9,408
-444
| -5% | -$14.2K | 0.03% | 85 |
|
|
2018
Q3 | $308K | Sell |
9,852
-1,299
| -12% | -$39.7K | 0.03% | 82 |
|
|
2018
Q2 | $318K | Buy |
11,151
+10,104
| +965% | +$287K | 0.03% | 78 |
|
|
2018
Q1 | $3.92K | Sell |
1,047
-10,452
| -91% | -$336K | 0.03% | 63 |
|
|
2017
Q4 | $379K | Buy |
11,499
+720
| +7% | +$22K | 0.04% | 59 |
|
|
2017
Q3 | $281K | Sell |
10,779
-1,320
| -11% | -$34.6K | 0.03% | 83 |
|
|
2017
Q2 | $325K | Buy |
12,099
+1,497
| +14% | +$38K | 0.03% | 75 |
|
|
2017
Q1 | $255K | Buy |
10,602
+168
| +2% | +$3.87K | 0.03% | 82 |
|
|
2016
Q4 | $236K | Buy |
10,434
+69
| +0.7% | +$1.61K | 0.03% | 81 |
|
|
2016
Q3 | $249K | Sell |
10,365
-1,500
| -13% | -$36.4K | 0.03% | 67 |
|
|
2016
Q2 | $289K | Hold |
11,865
| – | – | 0.04% | 60 |
|
|
2016
Q1 | $271K | Hold |
11,865
| – | – | 0.04% | 63 |
|
|
2015
Q4 | $242K | Buy |
+11,865
| New | +$238K | 0.03% | 63 |
|
Other funds holding WMT
Truepoint Inc's WMT Position: Q2 2026 in Review
Truepoint Inc increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,319 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #112.
Truepoint Inc first reported a position in WMT in Q4 2015 and has held it in 37 quarters since. The position peaked at $838K in Q3 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Truepoint Inc held 4,319 shares of Walmart Inc worth $489K as of Q2 2026.
- Truepoint Inc bought 107 Walmart Inc shares in Q2 2026, an estimated $13.3K.
- Walmart Inc made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #112 holding.
- Truepoint Inc first reported a position in Walmart Inc in Q4 2015 and has held it in 37 quarters since.
- Truepoint Inc's Walmart Inc position peaked at $838K in Q3 2023.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.