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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Walmart Inc WMT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$454K Buy
4,007
+1,337
+50% +$166K 0.12% 113
2026
Q1 		$332K Buy
2,670
+51
+2% +$6.26K 0.1% 128
2025
Q4 		$292K Buy
2,619
+62
+2% +$6.66K 0.09% 139
2025
Q3 		$264K Sell
2,557
-114
-4% -$11.3K 0.08% 129
2025
Q2 		$261K Buy
2,671
+573
+27% +$54.6K 0.09% 120
2025
Q1 		$184K Sell
2,098
-220
-9% -$20.6K 0.07% 143
2024
Q4 		$210K Buy
2,318
+1,086
+88% +$94.2K 0.08% 127
2024
Q3 		$99.6K Buy
1,232
+797
+183% +$58.5K 0.05% 164
2024
Q2 		$29.5K Buy
435
+3
+0.7% +$189 0.02% 238
2024
Q1 		$26K Sell
432
-24
-5% -$1.37K 0.02% 239
2023
Q4 		$24K Sell
456
-393
-46% -$20.8K 0.02% 222
2023
Q3 		$45.4K Buy
849
+819
+2,730% +$43.6K 0.03% 166
2023
Q2 		$44.4K Sell
30
-810
-96% -$40.9K 0.03% 168
2023
Q1 		$41.4K Buy
840
+3
+0.4% +$142 0.03% 166
2022
Q4 		$39.6K Buy
+837
New +$39.7K 0.03% 163

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WMT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Walmart Inc (WMT) stake by 50% in Q2 2026, buying an estimated $166K and bringing the position to 4,007 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #113.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,007 shares of Walmart Inc worth $454K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,337 Walmart Inc shares in Q2 2026, an estimated $166K.
  • Walmart Inc made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #113 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.