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NorthStar Asset Management (New Jersey)’s Walmart Inc WMT Stock Holding History

NorthStar Asset Management (New Jersey)’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 		$290K Sell
2,333
-1,266
-35% -$155K 0.14% 78
2025
Q4 		$401K Buy
3,599
+980
+37% +$105K 0.18% 72
2025
Q3 		$270K Buy
2,619
+4
+0.2% +$398 0.13% 82
2025
Q2 		$256K Buy
2,615
+250
+11% +$23.8K 0.13% 82
2025
Q1 		$208K Buy
2,365
+4
+0.2% +$375 0.13% 86
2024
Q4 		$213K Buy
+2,361
New +$205K 0.14% 82

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

NorthStar Asset Management (New Jersey)'s WMT Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Walmart Inc (WMT) stake by 35% in Q1 2026, selling an estimated $155K and leaving 2,333 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #78.

NorthStar Asset Management (New Jersey) first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • NorthStar Asset Management (New Jersey) held 2,333 shares of Walmart Inc worth $290K as of Q1 2026.
  • NorthStar Asset Management (New Jersey) sold 1,266 Walmart Inc shares in Q1 2026, an estimated $155K.
  • Walmart Inc made up 0.14% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #78 holding.
  • NorthStar Asset Management (New Jersey) first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • NorthStar Asset Management (New Jersey)'s Walmart Inc position peaked at $401K in Q4 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.