PCG Wealth Advisors’s Walmart Inc WMT Stock Holding History

PCG 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	$400K	Buy	3,535 +34	+1%	+$4.22K	0.09%	128
2026 Q1	$435K	Hold	3,501	–	–	0.11%	119
2025 Q4	$390K	Buy	3,501 +40	+1%	+$4.29K	0.11%	113
2025 Q3	$357K	Buy	3,461 +437	+14%	+$43.5K	0.1%	117
2025 Q2	$296K	Buy	3,024 +105	+4%	+$10K	0.15%	72
2025 Q1	$256K	Hold	2,919	–	–	0.09%	114
2024 Q4	$264K	Buy	2,919 +126	+5%	+$10.9K	0.1%	109
2024 Q3	$226K	Buy	+2,793	New	+$205K	0.09%	113
2023 Q4	–	Sell	-4,413	Closed	-$235K	–	114
2023 Q3	$235K	Hold	4,413	–	–	0.15%	89
2023 Q2	$231K	Sell	4,413 -180	-4%	-$9.08K	0.14%	95
2023 Q1	$226K	Hold	4,593	–	–	0.14%	97
2022 Q4	$217K	Sell	4,593 -4,497	-49%	-$214K	0.14%	95
2022 Q3	$393K	Buy	+9,090	New	+$398K	0.14%	84
2022 Q2	–	Sell	-4,644	Closed	-$231K	–	96
2022 Q1	$231K	Buy	+4,644	New	+$218K	0.15%	75

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCG Wealth Advisors's WMT Position: Q2 2026 in Review

PCG Wealth Advisors increased its Walmart Inc (WMT) stake by 0.97% in Q2 2026, buying an estimated $4.22K and bringing the position to 3,535 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #128.

PCG Wealth Advisors first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $435K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

PCG Wealth Advisors held 3,535 shares of Walmart Inc worth $400K as of Q2 2026.
PCG Wealth Advisors bought 34 Walmart Inc shares in Q2 2026, an estimated $4.22K.
Walmart Inc made up 0.09% of PCG Wealth Advisors's portfolio in Q2 2026, its #128 holding.
PCG Wealth Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
PCG Wealth Advisors's Walmart Inc position peaked at $435K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.