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 Q2	$123K	Sell	1,084 -10	-0.9%	-$1.24K	0.04%	68
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1 North Wealth Services's WMT Position: Q2 2026 in Review

1 North Wealth Services reduced its Walmart Inc (WMT) stake by 0.91% in Q2 2026, selling an estimated $1.24K and leaving 1,084 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #68.

1 North Wealth Services first reported a position in WMT in Q4 2018 and has held it in 10 quarters since. The position peaked at $136K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

1 North Wealth Services held 1,084 shares of Walmart Inc worth $123K as of Q2 2026.
1 North Wealth Services sold 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
Walmart Inc made up 0.04% of 1 North Wealth Services's portfolio in Q2 2026, its #68 holding.
1 North Wealth Services first reported a position in Walmart Inc in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Walmart Inc position peaked at $136K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.