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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
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 $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

Northern Financial Advisors's WMT Position: Q1 2026 in Review

Northern Financial Advisors increased its Walmart Inc (WMT) stake by 73% in Q1 2026, buying an estimated $2.3M and bringing the position to 44,410 shares worth $5.52M. The position accounts for 4.02% of the portfolio, ranked #2.

Northern Financial Advisors first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Northern Financial Advisors held 44,410 shares of Walmart Inc worth $5.52M as of Q1 2026.
  • Northern Financial Advisors bought 18,731 Walmart Inc shares in Q1 2026, an estimated $2.3M.
  • Walmart Inc made up 4.02% of Northern Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Northern Financial Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.