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Northstar Financial Companies’s Walmart Inc WMT Stock Holding History

Northstar Financial Companies’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 		– Sell
-2,232
Closed -$249K – 123
2025
Q4 		$249K Sell
2,232
-1,334
-37% -$143K 0.2% 103
2025
Q3 		$368K Buy
+3,566
New +$355K 0.34% 62
2025
Q1 		– Sell
-5,164
Closed -$467K – 113
2024
Q4 		$467K Buy
+5,164
New +$448K 0.44% 53

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 Financial Companies's WMT Position: Q1 2026 in Review

Northstar Financial Companies sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,232 shares — an estimated $249K sold.

Northstar Financial Companies first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $467K in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Northstar Financial Companies reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Northstar Financial Companies sold 2,232 Walmart Inc shares in Q1 2026, an estimated $249K.
  • Northstar Financial Companies first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
  • Northstar Financial Companies's Walmart Inc position peaked at $467K in Q4 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Northstar Financial Companies's 13F filing for Q1 2026, filed 5 May 2026.