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Northwest Financial Advisors

SEC CIK
0002010635
Latest filing
Jul 27, 2026

WMT holding history

Walmart Inc. in every 13F filed by Northwest Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of WMT by Northwest Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,334−100.0%Sold outHolders
Q1 20264,334$538.6K1.0%+8+0.2%AddedHolders
Q4 20254,326$481.9K1.0%−210−4.6%ReducedHolders
Q3 20254,536$467.5K0.6%+10+0.2%AddedHolders
Q2 20254,526$442.6K0.6%−2,563−36.2%ReducedHolders
Q1 20257,089$622.3K0.5%+536+8.2%AddedHolders
Q4 20246,553$592.0K0.5%+633+10.7%AddedHolders
Q3 20245,920$478.0K0.4%−1,187−16.7%ReducedHolders
Q2 20247,107$481.2K0.5%+32+0.5%AddedHolders
Q1 20247,075$425.7K0.5%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,353$370.9K0.3%–No prior filingHolders