Old North State Wealth Management’s Walmart Inc WMT Stock Holding History

Old North State Wealth Management’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	-2,487	Closed	-$310K	–	120
2026 Q1	$310K	Buy	2,487 +74	+3%	+$9.09K	0.14%	95
2025 Q4	$269K	Hold	2,413	–	–	0.13%	103
2025 Q3	$249K	Buy	2,413 +5	+0.2%	+$498	0.12%	111
2025 Q2	$236K	Buy	+2,408	New	+$229K	0.12%	110
2025 Q1	–	Sell	-2,573	Closed	-$233K	–	118
2024 Q4	$233K	Sell	2,573 -473	-16%	-$41K	0.13%	106
2024 Q3	$246K	Buy	+3,046	New	+$224K	0.14%	100

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Old North State Wealth Management's WMT Position: Q2 2026 in Review

Old North State Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,487 shares — an estimated $310K sold.

Old North State Wealth Management first reported a position in WMT in Q3 2024 and held it in 6 quarters. The position peaked at $310K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Old North State Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Old North State Wealth Management sold 2,487 Walmart Inc shares in Q2 2026, an estimated $310K.
Old North State Wealth Management first reported a position in Walmart Inc in Q3 2024 and held it in 6 quarters.
Old North State Wealth Management's Walmart Inc position peaked at $310K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.