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TrueWealth Advisors’s Walmart Inc WMT Stock Holding History

TrueWealth Advisors’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 		$2.33M Buy
22,393
+677
+3% +$74.3K 0.52% 38
2026
Q2 		$2.46M Buy
21,716
+455
+2% +$56.5K 0.55% 28
2026
Q1 		$2.64M Buy
21,261
+309
+1% +$37.9K 0.66% 26
2025
Q4 		$2.33M Buy
20,952
+330
+2% +$35.4K 0.6% 32
2025
Q3 		$2.13M Buy
20,622
+7,104
+53% +$707K 0.57% 35
2025
Q2 		$1.32M Buy
13,518
+2,147
+19% +$205K 0.39% 54
2025
Q1 		$998K Sell
11,371
-380
-3% -$35.6K 0.33% 59
2024
Q4 		$1.06M Buy
11,751
+1,371
+13% +$119K 0.35% 62
2024
Q3 		$838K Buy
10,380
+232
+2% +$17K 0.28% 73
2024
Q2 		$687K Sell
10,148
-334
-3% -$21K 0.25% 75
2024
Q1 		$631K Sell
10,482
-2,802
-21% -$160K 0.24% 77
2023
Q4 		$698K Buy
13,284
+2,073
+18% +$110K 0.27% 66
2023
Q3 		$598K Buy
11,211
+6,228
+125% +$331K 0.25% 73
2023
Q2 		$261K Sell
4,983
-174
-3% -$8.78K 0.11% 152
2023
Q1 		$253K Sell
5,157
-2,625
-34% -$125K 0.11% 152
2022
Q4 		$368K Buy
7,782
+1,635
+27% +$77.6K 0.16% 105
2022
Q3 		$266K Sell
6,147
-186
-3% -$8.15K 0.13% 127
2022
Q2 		$257K Buy
6,333
+1,713
+37% +$79K 0.12% 134
2022
Q1 		$223K Hold
4,620
– – 0.1% 161
2021
Q4 		$223K Buy
+4,620
New +$221K 0.1% 161

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TrueWealth Advisors's WMT Position: Q3 2026 in Review

TrueWealth Advisors increased its Walmart Inc (WMT) stake by 3.1% in Q3 2026, buying an estimated $74.3K and bringing the position to 22,393 shares worth $2.33M. The position accounts for 0.52% of the portfolio, ranked #38.

TrueWealth Advisors first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.64M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • TrueWealth Advisors held 22,393 shares of Walmart Inc worth $2.33M as of Q3 2026.
  • TrueWealth Advisors bought 677 Walmart Inc shares in Q3 2026, an estimated $74.3K.
  • Walmart Inc made up 0.52% of TrueWealth Advisors's portfolio in Q3 2026, its #38 holding.
  • TrueWealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's Walmart Inc position peaked at $2.64M in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.