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Novak & Powell Financial Services’s Walmart Inc WMT Stock Holding History

Novak & Powell Financial Services’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 		$738K Buy
5,940
+6
+0.1% +$737 0.4% 55
2025
Q4 		$661K Sell
5,934
-119
-2% -$12.8K 0.34% 62
2025
Q3 		$624K Buy
6,053
+7
+0.1% +$697 0.33% 66
2025
Q2 		$591K Buy
6,046
+16
+0.3% +$1.52K 0.41% 57
2025
Q1 		$529K Buy
6,030
+176
+3% +$16.5K 0.33% 74
2024
Q4 		$529K Hold
5,854
– – 0.31% 70
2024
Q3 		$473K Sell
5,854
-307
-5% -$22.5K 0.27% 85
2024
Q2 		$417K Sell
6,161
-135
-2% -$8.5K 0.26% 85
2024
Q1 		$379K Buy
6,296
+152
+2% +$8.7K 0.28% 81
2023
Q4 		$323K Buy
+6,144
New +$325K 0.22% 99

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

Novak & Powell Financial Services's WMT Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Walmart Inc (WMT) stake by 0.1% in Q1 2026, buying an estimated $737 and bringing the position to 5,940 shares worth $738K. The position accounts for 0.4% of the portfolio, ranked #55.

Novak & Powell Financial Services first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Novak & Powell Financial Services held 5,940 shares of Walmart Inc worth $738K as of Q1 2026.
  • Novak & Powell Financial Services bought 6 Walmart Inc shares in Q1 2026, an estimated $737.
  • Walmart Inc made up 0.4% of Novak & Powell Financial Services's portfolio in Q1 2026, its #55 holding.
  • Novak & Powell Financial Services first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.