Northstar Advisory Group’s Walmart Inc WMT Stock Holding History

Northstar Advisory Group’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	$295K	Buy	2,604 +2	+0.1%	+$248	0.09%	104
2026 Q1	$323K	Sell	2,602 -37	-1%	-$4.54K	0.12%	97
2025 Q4	$294K	Sell	2,639 -8	-0.3%	-$859	0.1%	96
2025 Q3	$273K	Buy	2,647 +80	+3%	+$7.96K	0.11%	96
2025 Q2	$251K	Buy	2,567 +8	+0.3%	+$762	0.12%	93
2025 Q1	$225K	Buy	2,559 +2	+0.1%	+$188	0.15%	90
2024 Q4	$231K	Buy	2,557 +50	+2%	+$4.34K	0.12%	96
2024 Q3	$202K	Buy	+2,507	New	+$184K	0.11%	97
2023 Q4	–	Sell	-13,263	Closed	-$707K	–	109
2023 Q3	$707K	Buy	+13,263	New	+$706K	0.52%	42

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northstar Advisory Group's WMT Position: Q2 2026 in Review

Northstar Advisory Group increased its Walmart Inc (WMT) stake by 0.08% in Q2 2026, buying an estimated $248 and bringing the position to 2,604 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #104.

Northstar Advisory Group first reported a position in WMT in Q3 2023 and has held it in 9 quarters since. The position peaked at $707K in Q3 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Northstar Advisory Group held 2,604 shares of Walmart Inc worth $295K as of Q2 2026.
Northstar Advisory Group bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.09% of Northstar Advisory Group's portfolio in Q2 2026, its #104 holding.
Northstar Advisory Group first reported a position in Walmart Inc in Q3 2023 and has held it in 9 quarters since.
Northstar Advisory Group's Walmart Inc position peaked at $707K in Q3 2023.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.