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PCA Investment Advisory Services’s Walmart Inc WMT Stock Holding History

PCA Investment Advisory Services’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
2025
Q1 		– Sell
-5,232
Closed -$473K – 142
2024
Q4 		$473K Sell
5,232
-105
-2% -$9.11K 0.22% 66
2024
Q3 		$431K Buy
5,337
+704
+15% +$51.7K 0.2% 73
2024
Q2 		$314K Buy
4,633
+6
+0.1% +$378 0.16% 84
2024
Q1 		$278K Buy
4,627
+403
+10% +$23.1K 0.16% 92
2023
Q4 		$222K Sell
4,224
-60
-1% -$3.17K 0.15% 106
2023
Q3 		$228K Buy
4,284
+3
+0.1% +$160 0.16% 92
2023
Q2 		$224K Buy
+4,281
New +$216K 0.13% 99

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCA Investment Advisory Services's WMT Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 5,232 shares — an estimated $473K sold.

PCA Investment Advisory Services first reported a position in WMT in Q2 2023 and held it in 7 quarters. The position peaked at $473K in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 5,232 Walmart Inc shares in Q1 2025, an estimated $473K.
  • PCA Investment Advisory Services first reported a position in Walmart Inc in Q2 2023 and held it in 7 quarters.
  • PCA Investment Advisory Services's Walmart Inc position peaked at $473K in Q4 2024.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.