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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCG Wealth Advisors's WMT Position: Q1 2026 in Review

PCG Wealth Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 3,501 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #119.

PCG Wealth Advisors first reported a position in WMT in Q1 2022 and has held it in 13 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • PCG Wealth Advisors held 3,501 shares of Walmart Inc worth $435K as of Q1 2026.
  • PCG Wealth Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.11% of PCG Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • PCG Wealth Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 13 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.