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Pacific Point Advisors’s Walmart Inc WMT Stock Holding History

Pacific Point 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 		$1.5M Sell
13,211
-1,911
-13% -$237K 0.68% 48
2026
Q1 		$1.88M Sell
15,122
-33
-0.2% -$4.05K 0.99% 21
2025
Q4 		$1.69M Sell
15,155
-991
-6% -$106K 0.9% 24
2025
Q3 		$1.66M Buy
16,146
+208
+1% +$20.7K 0.97% 26
2025
Q2 		$1.56M Buy
15,938
+238
+2% +$22.7K 0.84% 29
2025
Q1 		$1.38M Buy
15,700
+1,242
+9% +$117K 0.77% 38
2024
Q4 		$1.46M Buy
+14,458
New +$1.25M 0.89% 20

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pacific Point Advisors's WMT Position: Q2 2026 in Review

Pacific Point Advisors reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $237K and leaving 13,211 shares worth $1.5M. The position accounts for 0.68% of the portfolio, ranked #48.

Pacific Point Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pacific Point Advisors held 13,211 shares of Walmart Inc worth $1.5M as of Q2 2026.
  • Pacific Point Advisors sold 1,911 Walmart Inc shares in Q2 2026, an estimated $237K.
  • Walmart Inc made up 0.68% of Pacific Point Advisors's portfolio in Q2 2026, its #48 holding.
  • Pacific Point Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Pacific Point Advisors's Walmart Inc position peaked at $1.88M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.