NRWA
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North Ridge Wealth Advisors’s Walmart Inc WMT Stock Holding History

North Ridge Wealth Advisors’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 		$10.6K Buy
86
+41
+91% +$5.03K 0.01% 137
2025
Q4 		$5.01K Hold
45
– – ﹤0.01% 138
2025
Q3 		$4.64K Hold
45
– – ﹤0.01% 147
2025
Q2 		$4.4K Hold
45
– – ﹤0.01% 139
2025
Q1 		$3.95K Hold
45
– – ﹤0.01% 131
2024
Q4 		$4.07K Buy
+45
New +$3.9K ﹤0.01% 138

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Ridge Wealth Advisors's WMT Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Walmart Inc (WMT) stake by 91% in Q1 2026, buying an estimated $5.03K and bringing the position to 86 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #137.

North Ridge Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • North Ridge Wealth Advisors held 86 shares of Walmart Inc worth $10.6K as of Q1 2026.
  • North Ridge Wealth Advisors bought 41 Walmart Inc shares in Q1 2026, an estimated $5.03K.
  • Walmart Inc made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • North Ridge Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.