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Northwest Financial Advisors’s Walmart Inc WMT Stock Holding History

Northwest 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 		– Sell
-4,334
Closed -$539K – 92
2026
Q1 		$539K Buy
4,334
+8
+0.2% +$982 1.04% 25
2025
Q4 		$482K Sell
4,326
-210
-5% -$22.5K 0.99% 31
2025
Q3 		$467K Buy
4,536
+10
+0.2% +$995 0.6% 48
2025
Q2 		$443K Sell
4,526
-2,563
-36% -$244K 0.62% 45
2025
Q1 		$622K Buy
7,089
+536
+8% +$50.3K 0.52% 48
2024
Q4 		$592K Buy
6,553
+633
+11% +$54.9K 0.49% 51
2024
Q3 		$478K Sell
5,920
-1,187
-17% -$87.2K 0.38% 58
2024
Q2 		$481K Buy
7,107
+32
+0.5% +$2.02K 0.49% 51
2024
Q1 		$426K Buy
7,075
+16
+0.2% +$915 0.47% 54
2023
Q4 		$371K Buy
+7,059
New +$374K 0.32% 57

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

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

Northwest Financial Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 4,334 shares — an estimated $539K sold.

Northwest Financial Advisors first reported a position in WMT in Q4 2023 and held it in 10 quarters. The position peaked at $622K in Q1 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Northwest Financial Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,334 Walmart Inc shares in Q2 2026, an estimated $539K.
  • Northwest Financial Advisors first reported a position in Walmart Inc in Q4 2023 and held it in 10 quarters.
  • Northwest Financial Advisors's Walmart Inc position peaked at $622K in Q1 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.