NC
WMT icon

North Capital’s Walmart Inc WMT Stock Holding History

North Capital’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 		$258K Buy
2,280
+36
+2% +$4.47K 0.2% 81
2026
Q1 		$279K Buy
2,244
+60
+3% +$7.37K 0.24% 68
2025
Q4 		$243K Buy
2,184
+57
+3% +$6.12K 0.21% 75
2025
Q3 		$219K Buy
2,127
+49
+2% +$4.88K 0.17% 74
2025
Q2 		$203K Sell
2,078
-51
-2% -$4.86K 0.18% 72
2025
Q1 		$187K Buy
+2,129
New +$200K 0.18% 78

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

North Capital's WMT Position: Q2 2026 in Review

North Capital increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $4.47K and bringing the position to 2,280 shares worth $258K. The position accounts for 0.2% of the portfolio, ranked #81.

North Capital first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $279K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • North Capital held 2,280 shares of Walmart Inc worth $258K as of Q2 2026.
  • North Capital bought 36 Walmart Inc shares in Q2 2026, an estimated $4.47K.
  • Walmart Inc made up 0.2% of North Capital's portfolio in Q2 2026, its #81 holding.
  • North Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • North Capital's Walmart Inc position peaked at $279K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.