North Capital
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
Q3 		$238K Sell
2,123
-157
-7% -$17.2K 0.17% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

North Capital's WMT Position: Q3 2026 in Review

North Capital reduced its Walmart Inc (WMT) stake by 6.9% in Q3 2026, selling an estimated $17.2K and leaving 2,123 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #79.

North Capital first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $279K in Q1 2026. 2,738 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • North Capital held 2,123 shares of Walmart Inc worth $238K as of Q3 2026.
  • North Capital sold 157 Walmart Inc shares in Q3 2026, an estimated $17.2K.
  • Walmart Inc made up 0.17% of North Capital's portfolio in Q3 2026, its #79 holding.
  • North Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • North Capital's Walmart Inc position peaked at $279K in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.