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Pacific Capital Wealth Advisors’s Walmart Inc WMT Stock Holding History

Pacific Capital Wealth Advisors’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 		$596K Sell
5,260
-189
-3% -$23.5K 0.09% 55
2026
Q1 		$677K Buy
5,449
+121
+2% +$14.9K 0.11% 48
2025
Q4 		$594K Sell
5,328
-21
-0.4% -$2.25K 0.1% 50
2025
Q3 		$551K Buy
5,349
+21
+0.4% +$2.09K 0.1% 49
2025
Q2 		$529K Sell
5,328
-90
-2% -$8.57K 0.1% 48
2025
Q1 		$476K Hold
5,418
– – 0.08% 54
2024
Q4 		$490K Sell
5,418
-679
-11% -$58.9K 0.08% 50
2024
Q3 		$492K Sell
6,097
-245
-4% -$18K 0.08% 52
2024
Q2 		$429K Buy
6,342
+847
+15% +$53.3K 0.08% 49
2024
Q1 		$331K Buy
5,495
+647
+13% +$37K 0.08% 51
2023
Q4 		$255K Hold
4,848
– – 0.06% 54
2023
Q3 		$258K Hold
4,848
– – 0.07% 58
2023
Q2 		$254K Hold
4,848
– – 0.06% 58
2023
Q1 		$238K Hold
4,848
– – 0.06% 73
2022
Q4 		$229K Hold
4,848
– – 0.06% 81
2022
Q3 		$210K Buy
+4,848
New +$212K 0.06% 78
2022
Q2 		– Sell
-4,848
Closed -$241K – 93
2022
Q1 		$241K Buy
4,848
+636
+15% +$29.9K 0.07% 83
2021
Q4 		$203K Sell
4,212
-243
-5% -$11.6K 0.06% 91
2021
Q3 		$207K Buy
4,455
+54
+1% +$2.6K 0.07% 81
2021
Q2 		$207K Buy
+4,401
New +$205K 0.1% 75
2021
Q1 		– Sell
-4,584
Closed -$220K – 69
2020
Q4 		$220K Hold
4,584
– – 0.13% 64
2020
Q3 		$214K Buy
+4,584
New +$204K 0.13% 61

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's WMT Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Walmart Inc (WMT) stake by 3.5% in Q2 2026, selling an estimated $23.5K and leaving 5,260 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #55.

Pacific Capital Wealth Advisors first reported a position in WMT in Q3 2020 and has held it in 22 quarters since. The position peaked at $677K in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pacific Capital Wealth Advisors held 5,260 shares of Walmart Inc worth $596K as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 189 Walmart Inc shares in Q2 2026, an estimated $23.5K.
  • Walmart Inc made up 0.09% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Pacific Capital Wealth Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 22 quarters since.
  • Pacific Capital Wealth Advisors's Walmart Inc position peaked at $677K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.