SEC 13F Intelligence

Northwest Financial Advisors / WMT

Northwest Financial Advisors’s Walmart Inc Position

Does Northwest Financial Advisors own Walmart Inc (WMT)? Yes — 4.3K shares worth $538,577 (+1.04% of its 13F portfolio) as of Q1 2026, up from 4.3K shares the prior filed quarter.

Position Value
$538,577
Q1 2026
Shares
4.3K
% of Portfolio
+1.04%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $370,876Q4 ’23Q1 ’24: $425,695Q2 ’24: $481,200Q2 ’24Q3 ’24: $478,020Q4 ’24: $592,041Q4 ’24Q1 ’25: $622,326Q2 ’25: $442,596Q2 ’25Q3 ’25: $467,474Q4 ’25: $481,922Q4 ’25Q1 ’26: $538,577filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$538,577+1.04%
Q4 20254.3K$481,922+0.99%
Q3 20254.5K$467,474+0.60%
Q2 20254.5K$442,596+0.62%
Q1 20257.1K$622,326+0.52%
Q4 20246.6K$592,041+0.49%
Q3 20245.9K$478,020+0.38%
Q2 20247.1K$481,200+0.49%
Q1 20247.1K$425,695+0.47%
Q4 20232.4K$370,876+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of WMT.