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TruWealth Advisors’s Walmart Inc WMT Stock Holding History

TruWealth 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
Q1 		$4.04M Sell
32,516
-139
-0.4% -$17.1K 0.19% 72
2025
Q4 		$3.64M Buy
32,655
+8
+0% +$859 0.18% 72
2025
Q3 		$3.36M Buy
32,647
+188
+0.6% +$18.7K 0.17% 69
2025
Q2 		$3.17M Buy
32,459
+101
+0.3% +$9.62K 0.17% 68
2025
Q1 		$2.84M Sell
32,358
-1,048
-3% -$98.3K 0.17% 65
2024
Q4 		$3.02M Buy
33,406
+923
+3% +$80.1K 0.18% 62
2024
Q3 		$2.62M Buy
32,483
+60
+0.2% +$4.41K 0.16% 66
2024
Q2 		$2.2M Buy
32,423
+557
+2% +$35.1K 0.15% 65
2024
Q1 		$1.92M Sell
31,866
-174
-0.5% -$9.96K 0.13% 70
2023
Q4 		$1.68M Buy
32,040
+3
+0% +$159 0.13% 67
2023
Q3 		$1.71M Buy
32,037
+84
+0.3% +$4.47K 0.15% 64
2023
Q2 		$1.67M Buy
31,953
+42
+0.1% +$2.12K 0.14% 65
2023
Q1 		$1.57M Sell
31,911
-141
-0.4% -$6.69K 0.14% 66
2022
Q4 		$1.51M Sell
32,052
-519
-2% -$24.6K 0.15% 69
2022
Q3 		$1.41M Sell
32,571
-2,652
-8% -$116K 0.15% 66
2022
Q2 		$1.43M Buy
35,223
+3,378
+11% +$156K 0.15% 64
2022
Q1 		$1.58M Sell
31,845
-6,741
-17% -$316K 0.16% 59
2021
Q4 		$1.86M Sell
38,586
-183,909
-83% -$8.78M 0.19% 52
2021
Q3 		$10.3M Buy
222,495
+7,956
+4% +$383K 1.15% 25
2021
Q2 		$10.1M Buy
214,539
+28,389
+15% +$1.32M 1.18% 23
2021
Q1 		$8.43M Buy
186,150
+10,947
+6% +$507K 1.14% 23
2020
Q4 		$8.42M Buy
+175,203
New +$8.51M 1.26% 21

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TruWealth Advisors's WMT Position: Q1 2026 in Review

TruWealth Advisors reduced its Walmart Inc (WMT) stake by 0.43% in Q1 2026, selling an estimated $17.1K and leaving 32,516 shares worth $4.04M. The position accounts for 0.19% of the portfolio, ranked #72.

TruWealth Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.3M in Q3 2021. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • TruWealth Advisors held 32,516 shares of Walmart Inc worth $4.04M as of Q1 2026.
  • TruWealth Advisors sold 139 Walmart Inc shares in Q1 2026, an estimated $17.1K.
  • Walmart Inc made up 0.19% of TruWealth Advisors's portfolio in Q1 2026, its #72 holding.
  • TruWealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Walmart Inc position peaked at $10.3M in Q3 2021.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.