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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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. 1,075 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.
  • 1,075 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.