Pacific Center for Financial Services’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.2K | Sell |
417
-454
| -52% | -$56.4K | 0.01% | 213 |
|
|
2026
Q1 | $108K | Sell |
871
-1,037
| -54% | -$127K | 0.03% | 133 |
|
|
2025
Q4 | $197K | Hold |
1,908
| – | – | 0.05% | 102 |
|
|
2025
Q3 | $197K | Sell |
1,908
-643
| -25% | -$64K | 0.05% | 102 |
|
|
2025
Q2 | $249K | Sell |
2,551
-140
| -5% | -$13.3K | 0.07% | 85 |
|
|
2025
Q1 | $236K | Hold |
2,691
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $243K | Hold |
2,691
| – | – | 0.06% | 80 |
|
|
2024
Q3 | $217K | Hold |
2,691
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $182K | Hold |
2,691
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $162K | Hold |
2,691
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $141K | Sell |
2,691
-192
| -7% | -$10.2K | 0.04% | 105 |
|
|
2023
Q3 | $154K | Buy |
2,883
+18
| +0.6% | +$958 | 0.05% | 94 |
|
|
2023
Q2 | $150K | Hold |
2,865
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $141K | Buy |
+2,865
| New | +$136K | 0.05% | 103 |
|
|
2022
Q3 | $124K | Sell |
2,865
-18
| -0.6% | -$789 | 0.05% | 100 |
|
|
2022
Q2 | $117K | Buy |
2,883
+2,376
| +469% | +$110K | 0.05% | 107 |
|
|
2022
Q1 | $25K | Hold |
507
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $24K | Hold |
507
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $24K | Hold |
507
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $24K | Buy |
507
+3
| +0.6% | +$140 | 0.01% | 209 |
|
|
2021
Q1 | $23K | Hold |
504
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $24K | Hold |
504
| – | – | 0.01% | 193 |
|
|
2020
Q3 | $24K | Buy |
504
+168
| +50% | +$7.47K | 0.01% | 162 |
|
|
2020
Q2 | $13K | Hold |
336
| – | – | 0.01% | 194 |
|
|
2020
Q1 | $13K | Hold |
336
| – | – | 0.01% | 177 |
|
|
2019
Q4 | $13K | Hold |
336
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $13K | Hold |
336
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $12K | Hold |
336
| – | – | 0.01% | 209 |
|
|
2019
Q1 | $11K | Sell |
336
-174
| -34% | -$5.64K | 0.01% | 214 |
|
|
2018
Q4 | $16K | Sell |
510
-45
| -8% | -$1.44K | 0.01% | 180 |
|
|
2018
Q3 | $17K | Buy |
555
+54
| +11% | +$1.65K | 0.01% | 180 |
|
|
2018
Q2 | $14K | Hold |
501
| – | – | 0.01% | 180 |
|
|
2018
Q1 | $15K | Hold |
501
| – | – | 0.01% | 175 |
|
|
2017
Q4 | $16K | Hold |
501
| – | – | 0.01% | 167 |
|
|
2017
Q3 | $13K | Hold |
501
| – | – | 0.01% | 178 |
|
|
2017
Q2 | $13K | Buy |
501
+165
| +49% | +$4.19K | 0.01% | 173 |
|
|
2017
Q1 | $8K | Hold |
336
| – | – | 0.01% | 207 |
|
|
2016
Q4 | $8K | Buy |
+336
| New | +$7.84K | 0.01% | 204 |
|
Other funds holding WMT
Pacific Center for Financial Services's WMT Position: Q2 2026 in Review
Pacific Center for Financial Services reduced its Walmart Inc (WMT) stake by 52% in Q2 2026, selling an estimated $56.4K and leaving 417 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #213.
Pacific Center for Financial Services first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $249K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Pacific Center for Financial Services held 417 shares of Walmart Inc worth $47.2K as of Q2 2026.
- Pacific Center for Financial Services sold 454 Walmart Inc shares in Q2 2026, an estimated $56.4K.
- Walmart Inc made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #213 holding.
- Pacific Center for Financial Services first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- Pacific Center for Financial Services's Walmart Inc position peaked at $249K in Q2 2025.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.