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North Star Investment Management’s Walmart Inc WMT Stock Holding History

North Star Investment 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 		$6.44M Buy
51,784
+56
+0.1% +$6.88K 0.39% 52
2025
Q4 		$5.76M Buy
51,728
+408
+0.8% +$43.8K 0.36% 57
2025
Q3 		$5.29M Buy
51,320
+21
+0% +$2.09K 0.34% 64
2025
Q2 		$5.02M Sell
51,299
-93
-0.2% -$8.86K 0.35% 59
2025
Q1 		$4.51M Sell
51,392
-772
-1% -$72.4K 0.33% 63
2024
Q4 		$4.71M Buy
52,164
+409
+0.8% +$35.5K 0.33% 72
2024
Q3 		$4.18M Buy
51,755
+158
+0.3% +$11.6K 0.29% 89
2024
Q2 		$3.49M Sell
51,597
-517
-1% -$32.6K 0.26% 96
2024
Q1 		$3.14M Buy
52,114
+655
+1% +$37.5K 0.22% 116
2023
Q4 		$2.7M Sell
51,459
-105
-0.2% -$5.56K 0.21% 119
2023
Q3 		$2.75M Sell
51,564
-114
-0.2% -$6.07K 0.23% 110
2023
Q2 		$2.71M Buy
51,678
+87
+0.2% +$4.39K 0.22% 117
2023
Q1 		$2.54M Buy
51,591
+12,936
+33% +$614K 0.21% 120
2022
Q4 		$1.83M Buy
38,655
+69
+0.2% +$3.28K 0.16% 141
2022
Q3 		$1.67M Sell
38,586
-1,044
-3% -$45.7K 0.16% 138
2022
Q2 		$1.61M Buy
39,630
+117
+0.3% +$5.39K 0.15% 153
2022
Q1 		$1.96M Sell
39,513
-783
-2% -$36.8K 0.15% 148
2021
Q4 		$1.94M Sell
40,296
-2,394
-6% -$114K 0.14% 153
2021
Q3 		$1.98M Buy
42,690
+168
+0.4% +$8.09K 0.16% 141
2021
Q2 		$2M Sell
42,522
-813
-2% -$37.9K 0.16% 146
2021
Q1 		$1.96M Buy
43,335
+501
+1% +$23.2K 0.19% 135
2020
Q4 		$2.06M Buy
42,834
+720
+2% +$35K 0.21% 118
2020
Q3 		$1.96M Buy
42,114
+3,021
+8% +$134K 0.23% 103
2020
Q2 		$1.56M Sell
39,093
-1,542
-4% -$63.4K 0.2% 120
2020
Q1 		$1.54M Sell
40,635
-3,120
-7% -$120K 0.23% 117
2019
Q4 		$1.73M Buy
43,755
+5,841
+15% +$232K 0.18% 138
2019
Q3 		$1.5M Buy
37,914
+306
+0.8% +$11.5K 0.17% 150
2019
Q2 		$1.39M Buy
37,608
+12
+0% +$414 0.16% 162
2019
Q1 		$1.22M Sell
37,596
-411
-1% -$13.3K 0.14% 180
2018
Q4 		$1.18M Sell
38,007
-2,460
-6% -$78.9K 0.15% 174
2018
Q3 		$1.27M Sell
40,467
-447
-1% -$13.7K 0.14% 185
2018
Q2 		$1.17M Buy
40,914
+3,516
+9% +$100K 0.14% 191
2018
Q1 		$1.11M Buy
37,398
+1,794
+5% +$57.7K 0.13% 197
2017
Q4 		$1.17M Buy
35,604
+150
+0.4% +$4.59K 0.14% 180
2017
Q3 		$923K Buy
35,454
+2,406
+7% +$63.1K 0.12% 195
2017
Q2 		$834K Buy
33,048
+5,826
+21% +$148K 0.11% 197
2017
Q1 		$654K Buy
27,222
+1,713
+7% +$39.4K 0.09% 224
2016
Q4 		$588K Buy
25,509
+15,210
+148% +$355K 0.09% 219
2016
Q3 		$248K Buy
10,299
+3
+0% +$73 0.04% 265
2016
Q2 		$251K Sell
10,296
-1,458
-12% -$33.7K 0.05% 267
2016
Q1 		$268K Buy
11,754
+210
+2% +$4.6K 0.05% 266
2015
Q4 		$236K Buy
11,544
+798
+7% +$16K 0.05% 270
2015
Q3 		$232K Buy
10,746
+810
+8% +$18.6K 0.05% 269
2015
Q2 		$235K Buy
9,936
+600
+6% +$15.3K 0.04% 270
2015
Q1 		$256K Buy
9,336
+378
+4% +$10.7K 0.05% 257
2014
Q4 		$256K Hold
8,958
– – 0.05% 248
2014
Q3 		$228K Sell
8,958
-1,578
-15% -$39.8K 0.05% 255
2014
Q2 		$264K Buy
10,536
+21
+0.2% +$539 0.05% 246
2014
Q1 		$268K Buy
10,515
+57
+0.5% +$1.43K 0.06% 250
2013
Q4 		$274K Hold
10,458
– – 0.06% 256
2013
Q3 		$258K Hold
10,458
– – 0.07% 236
2013
Q2 		$260K Buy
+10,458
New +$268K 0.07% 241

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 Star Investment Management's WMT Position: Q1 2026 in Review

North Star Investment Management increased its Walmart Inc (WMT) stake by 0.11% in Q1 2026, buying an estimated $6.88K and bringing the position to 51,784 shares worth $6.44M. The position accounts for 0.39% of the portfolio, ranked #52.

North Star Investment Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • North Star Investment Management held 51,784 shares of Walmart Inc worth $6.44M as of Q1 2026.
  • North Star Investment Management bought 56 Walmart Inc shares in Q1 2026, an estimated $6.88K.
  • Walmart Inc made up 0.39% of North Star Investment Management's portfolio in Q1 2026, its #52 holding.
  • North Star Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.