North Berkeley Wealth Management’s Walmart Inc WMT Stock Holding History

North Berkeley Wealth Management’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	$268K	Buy	+2,160	New	+$265K	0.14%	67

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

North Berkeley Wealth Management's WMT Position: Q1 2026 in Review

North Berkeley Wealth Management opened a new position in Walmart Inc (WMT) in Q1 2026: 2,160 shares worth $268K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings.

4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

North Berkeley Wealth Management held 2,160 shares of Walmart Inc worth $268K as of Q1 2026.
Walmart Inc was a new North Berkeley Wealth Management position in Q1 2026.
Walmart Inc made up 0.14% of North Berkeley Wealth Management's portfolio in Q1 2026, its #67 holding.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.