1 North Wealth Services’s Walmart Inc WMT Stock Holding History

1 North Wealth Services’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	$136K	Hold	1,094	–	–	0.05%	65
2025 Q4	$122K	Sell	1,094 -49	-4%	-$5.26K	0.04%	68
2025 Q3	$118K	Hold	1,143	–	–	0.05%	63
2025 Q2	$112K	Hold	1,143	–	–	0.04%	68
2025 Q1	$100K	Buy	+1,143	New	+$107K	0.05%	68
2019 Q4	$32K	Buy	819 +219	+37%	+$8.7K	0.02%	113
2019 Q3	$24K	Buy	+600	New	+$22.6K	0.02%	106
2019 Q1	$20K	Hold	600	–	–	0.01%	106
2018 Q4	$19K	Buy	+600	New	+$19.2K	0.02%	109

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1 North Wealth Services's WMT Position: Q1 2026 in Review

1 North Wealth Services held its Walmart Inc (WMT) position steady in Q1 2026 at 1,094 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #65.

1 North Wealth Services first reported a position in WMT in Q4 2018 and has held it in 9 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

1 North Wealth Services held 1,094 shares of Walmart Inc worth $136K as of Q1 2026.
1 North Wealth Services left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.05% of 1 North Wealth Services's portfolio in Q1 2026, its #65 holding.
1 North Wealth Services first reported a position in Walmart Inc in Q4 2018 and has held it in 9 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.