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Northern Financial Advisors’s Walmart Inc WMT Stock Holding History

Northern Financial 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
Q2 		$5.03M Sell
44,369
-41
-0.1% -$5.09K 3.32% 5
2026
Q1 		$5.52M Buy
44,410
+18,731
+73% +$2.3M 4.02% 2
2025
Q4 		$2.86M Sell
25,679
-18,733
-42% -$2.01M 3.27% 7
2025
Q3 		$4.58M Buy
44,412
+555
+1% +$55.3K 2.4% 11
2025
Q2 		$4.29M Sell
43,857
-180
-0.4% -$17.1K 3.22% 5
2025
Q1 		$3.87M Sell
44,037
-491
-1% -$46.1K 3.19% 5
2024
Q4 		$4.02M Sell
44,528
-3,205
-7% -$278K 3.21% 4
2024
Q3 		$3.85M Sell
47,733
-168
-0.4% -$12.3K 2.92% 5
2024
Q2 		$3.24M Buy
47,901
+14,161
+42% +$892K 2.6% 6
2024
Q1 		$2.03M Buy
33,740
+227
+0.7% +$13K 1.58% 12
2023
Q4 		$1.76M Buy
33,513
+3,123
+10% +$165K 1.48% 13
2023
Q3 		$1.62M Buy
30,390
+1,740
+6% +$92.6K 1.48% 12
2023
Q2 		$1.5M Buy
28,650
+1,884
+7% +$95K 1.32% 15
2023
Q1 		$1.32M Sell
26,766
-756
-3% -$35.9K 1.24% 16
2022
Q4 		$1.3M Buy
+27,522
New +$1.31M 1.47% 15

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northern Financial Advisors's WMT Position: Q2 2026 in Review

Northern Financial Advisors reduced its Walmart Inc (WMT) stake by 0.09% in Q2 2026, selling an estimated $5.09K and leaving 44,369 shares worth $5.03M. The position accounts for 3.32% of the portfolio, ranked #5.

Northern Financial Advisors first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.52M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Northern Financial Advisors held 44,369 shares of Walmart Inc worth $5.03M as of Q2 2026.
  • Northern Financial Advisors sold 41 Walmart Inc shares in Q2 2026, an estimated $5.09K.
  • Walmart Inc made up 3.32% of Northern Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Northern Financial Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Walmart Inc position peaked at $5.52M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.