Pacific Wealth Strategies Group’s Walmart Inc WMT Stock Holding History

Pacific Wealth Strategies Group’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	$1.61M	Buy	14,203 +4,816	+51%	+$598K	0.92%	35
2026 Q1	$1.17M	Buy	9,387 +2,127	+29%	+$261K	0.73%	32
2025 Q4	$809K	Buy	7,260 +4,170	+135%	+$448K	0.46%	34
2025 Q3	$318K	Buy	+3,090	New	+$308K	0.2%	52
2021 Q1	–	Sell	-4,545	Closed	-$222K	–	86
2020 Q4	$222K	Buy	+4,545	New	+$221K	0.1%	81

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Wealth Strategies Group's WMT Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Walmart Inc (WMT) stake by 51% in Q2 2026, buying an estimated $598K and bringing the position to 14,203 shares worth $1.61M. The position accounts for 0.92% of the portfolio, ranked #35.

Pacific Wealth Strategies Group first reported a position in WMT in Q4 2020 and has held it in 5 quarters since. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Pacific Wealth Strategies Group held 14,203 shares of Walmart Inc worth $1.61M as of Q2 2026.
Pacific Wealth Strategies Group bought 4,816 Walmart Inc shares in Q2 2026, an estimated $598K.
Walmart Inc made up 0.92% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #35 holding.
Pacific Wealth Strategies Group first reported a position in Walmart Inc in Q4 2020 and has held it in 5 quarters since.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.