WALMART INC · CUSIP 931142103 · CIK 1962457
As of 2026-06-30, Northern Financial Advisors Inc reported 44.37K WMT (shares), valued at $5.03M, or 3.32% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 0.09%; reported value decreased 8.95%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.32% | 44,369 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 4.02% | 44,410 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 3.27% | 25,679 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 2.40% | 44,412 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.22% | 43,857 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 3.19% | 44,037 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.21% | 44,528 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 2.92% | 47,733 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.60% | 47,901 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.58% | 33,740 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.48% | 11,171 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.48% | 11,171 | $1.76M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.58% | 33,740 | $2.03M | Shares increased 202.03%; reported value increased 15.28%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.60% | 47,901 | $3.24M | Shares increased 41.97%; reported value increased 59.76%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.92% | 47,733 | $3.85M | Shares decreased 0.35%; reported value increased 18.84%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 3.21% | 44,528 | $4.02M | Shares decreased 6.71%; reported value increased 4.38%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 3.19% | 44,037 | $3.87M | Shares decreased 1.10%; reported value decreased 3.90%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 3.22% | 43,857 | $4.29M | Shares decreased 0.41%; reported value increased 10.92%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.40% | 44,412 | $4.58M | Shares increased 1.27%; reported value increased 6.73%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.27% | 25,679 | $2.86M | Shares decreased 42.18%; reported value decreased 37.50%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 4.02% | 44,410 | $5.52M | Shares increased 72.94%; reported value increased 92.92%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 3.32% | 44,369 | $5.03M | Shares decreased 0.09%; reported value decreased 8.95%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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