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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors's WMT Position: Q2 2026 in Review

TrueWealth Advisors increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $56.5K and bringing the position to 21,716 shares worth $2.46M. The position accounts for 0.55% of the portfolio, ranked #28.

TrueWealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2026. 2,161 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TrueWealth Advisors held 21,716 shares of Walmart Inc worth $2.46M as of Q2 2026.
  • TrueWealth Advisors bought 455 Walmart Inc shares in Q2 2026, an estimated $56.5K.
  • Walmart Inc made up 0.55% of TrueWealth Advisors's portfolio in Q2 2026, its #28 holding.
  • TrueWealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • TrueWealth Advisors's Walmart Inc position peaked at $2.64M in Q1 2026.
  • 2,161 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.