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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Northwest Financial Advisors increased its Walmart Inc (WMT) stake by 0.18% in Q1 2026, buying an estimated $982 and bringing the position to 4,334 shares worth $539K. The position accounts for 1.04% of the portfolio, ranked #25.

Northwest Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $622K in Q1 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Northwest Financial Advisors held 4,334 shares of Walmart Inc worth $539K as of Q1 2026.
Northwest Financial Advisors bought 8 Walmart Inc shares in Q1 2026, an estimated $982.
Walmart Inc made up 1.04% of Northwest Financial Advisors's portfolio in Q1 2026, its #25 holding.
Northwest Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Walmart Inc position peaked at $622K in Q1 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.