Northwest Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Sell |
23,813
-731
| -3% | -$90.7K | 0.36% | 49 |
|
|
2026
Q1 | $3.05M | Buy |
24,544
+43
| +0.2% | +$5.28K | 0.46% | 42 |
|
|
2025
Q4 | $2.73M | Buy |
24,501
+2,555
| +12% | +$274K | 0.43% | 44 |
|
|
2025
Q3 | $2.26M | Buy |
21,946
+888
| +4% | +$88.4K | 0.37% | 49 |
|
|
2025
Q2 | $2.06M | Buy |
21,058
+26
| +0.1% | +$2.48K | 0.37% | 52 |
|
|
2025
Q1 | $1.85M | Sell |
21,032
-2,666
| -11% | -$250K | 0.37% | 51 |
|
|
2024
Q4 | $2.14M | Buy |
23,698
+777
| +3% | +$67.4K | 0.45% | 46 |
|
|
2024
Q3 | $1.85M | Sell |
22,921
-3,147
| -12% | -$231K | 0.43% | 47 |
|
|
2024
Q2 | $1.77M | Sell |
26,068
-59
| -0.2% | -$3.71K | 0.46% | 46 |
|
|
2024
Q1 | $1.57M | Buy |
26,127
+729
| +3% | +$41.7K | 0.43% | 49 |
|
|
2023
Q4 | $1.33M | Buy |
25,398
+3,300
| +15% | +$175K | 0.4% | 56 |
|
|
2023
Q3 | $1.18M | Buy |
22,098
+273
| +1% | +$14.5K | 0.42% | 58 |
|
|
2023
Q2 | $1.14M | Sell |
21,825
-69
| -0.3% | -$3.48K | 0.41% | 61 |
|
|
2023
Q1 | $1.08M | Buy |
21,894
+3,468
| +19% | +$165K | 0.41% | 60 |
|
|
2022
Q4 | $871K | Buy |
18,426
+1,878
| +11% | +$89.2K | 0.37% | 64 |
|
|
2022
Q3 | $715K | Buy |
16,548
+9,171
| +124% | +$402K | 0.32% | 74 |
|
|
2022
Q2 | $299K | Buy |
7,377
+1,161
| +19% | +$53.5K | 0.13% | 115 |
|
|
2022
Q1 | $309K | Sell |
6,216
-1,062
| -15% | -$49.9K | 0.15% | 106 |
|
|
2021
Q4 | $351K | Sell |
7,278
-54
| -0.7% | -$2.58K | 0.16% | 98 |
|
|
2021
Q3 | $341K | Buy |
7,332
+567
| +8% | +$27.3K | 0.17% | 95 |
|
|
2021
Q2 | $318K | Buy |
6,765
+9
| +0.1% | +$419 | 0.17% | 97 |
|
|
2021
Q1 | $306K | Sell |
6,756
-45
| -0.7% | -$2.08K | 0.19% | 94 |
|
|
2020
Q4 | $327K | Sell |
6,801
-300
| -4% | -$14.6K | 0.23% | 88 |
|
|
2020
Q3 | $331K | Buy |
7,101
+1,071
| +18% | +$47.6K | 0.27% | 80 |
|
|
2020
Q2 | $241K | Sell |
6,030
-174
| -3% | -$7.16K | 0.21% | 87 |
|
|
2020
Q1 | $235K | Sell |
6,204
-228
| -4% | -$8.77K | 0.24% | 75 |
|
|
2019
Q4 | $255K | Sell |
6,432
-300
| -4% | -$11.9K | 0.23% | 88 |
|
|
2019
Q3 | $266K | Buy |
6,732
+150
| +2% | +$5.66K | 0.22% | 99 |
|
|
2019
Q2 | $242K | Buy |
6,582
+168
| +3% | +$5.79K | 0.2% | 100 |
|
|
2019
Q1 | $209K | Sell |
6,414
-72
| -1% | -$2.33K | 0.16% | 109 |
|
|
2018
Q4 | $201K | Sell |
6,486
-2,115
| -25% | -$67.8K | 0.17% | 102 |
|
|
2018
Q3 | $269K | Buy |
8,601
+2,076
| +32% | +$63.5K | 0.2% | 94 |
|
|
2018
Q2 | $186K | Sell |
6,525
-705
| -10% | -$20K | 0.14% | 113 |
|
|
2018
Q1 | $215K | Buy |
+7,230
| New | +$233K | 0.16% | 102 |
|
Other funds holding WMT
Northwest Wealth Management's WMT Position: Q2 2026 in Review
Northwest Wealth Management reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $90.7K and leaving 23,813 shares worth $2.7M. The position accounts for 0.36% of the portfolio, ranked #49.
Northwest Wealth Management first reported a position in WMT in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.05M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Northwest Wealth Management held 23,813 shares of Walmart Inc worth $2.7M as of Q2 2026.
- Northwest Wealth Management sold 731 Walmart Inc shares in Q2 2026, an estimated $90.7K.
- Walmart Inc made up 0.36% of Northwest Wealth Management's portfolio in Q2 2026, its #49 holding.
- Northwest Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 34 quarters since.
- Northwest Wealth Management's Walmart Inc position peaked at $3.05M in Q1 2026.
- 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.