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Pettinga Financial Advisors’s Walmart Inc WMT Stock Holding History

Pettinga Financial 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
Q3 		$735K Buy
7,071
+10
+0.1% +$1.1K 0.12% 86
2026
Q2 		$800K Sell
7,061
-82
-1% -$10.2K 0.13% 83
2026
Q1 		$888K Buy
7,143
+123
+2% +$15.1K 0.17% 76
2025
Q4 		$782K Buy
7,020
+256
+4% +$27.5K 0.15% 80
2025
Q3 		$697K Buy
6,764
+984
+17% +$98K 0.14% 80
2025
Q2 		$565K Sell
5,780
-74
-1% -$7.05K 0.12% 83
2025
Q1 		$514K Buy
5,854
+6
+0.1% +$563 0.12% 77
2024
Q4 		$528K Buy
5,848
+87
+2% +$7.55K 0.12% 81
2024
Q3 		$465K Buy
5,761
+7
+0.1% +$514 0.11% 83
2024
Q2 		$390K Sell
5,754
-338
-6% -$21.3K 0.1% 85
2024
Q1 		$367K Buy
6,092
+8
+0.1% +$458 0.09% 89
2023
Q4 		$320K Buy
6,084
+756
+14% +$40K 0.09% 95
2023
Q3 		$284K Sell
5,328
-1,434
-21% -$76.3K 0.09% 86
2023
Q2 		$354K Buy
6,762
+117
+2% +$5.9K 0.11% 78
2023
Q1 		$327K Sell
6,645
-147
-2% -$6.98K 0.1% 79
2022
Q4 		$321K Hold
6,792
– – 0.1% 81
2022
Q3 		$294K Sell
6,792
-144
-2% -$6.31K 0.1% 79
2022
Q2 		$281K Buy
6,936
+417
+6% +$19.2K 0.08% 89
2022
Q1 		$324K Buy
6,519
+108
+2% +$5.07K 0.08% 84
2021
Q4 		$309K Sell
6,411
-2,469
-28% -$118K 0.08% 88
2021
Q3 		$413K Buy
8,880
+159
+2% +$7.66K 0.11% 75
2021
Q2 		$410K Sell
8,721
-309
-3% -$14.4K 0.11% 72
2021
Q1 		$409K Buy
9,030
+138
+2% +$6.39K 0.12% 69
2020
Q4 		$428K Buy
8,892
+318
+4% +$15.4K 0.15% 59
2020
Q3 		$400K Buy
8,574
+6
+0.1% +$267 0.17% 56
2020
Q2 		$342K Buy
8,568
+795
+10% +$32.7K 0.17% 56
2020
Q1 		$294K Buy
7,773
+3
+0% +$115 0.2% 58
2019
Q4 		$308K Sell
7,770
-300
-4% -$11.9K 0.16% 66
2019
Q3 		$319K Sell
8,070
-1,389
-15% -$52.4K 0.17% 70
2019
Q2 		$348K Buy
9,459
+21
+0.2% +$724 0.18% 69
2019
Q1 		$307K Sell
9,438
-291
-3% -$9.44K 0.16% 69
2018
Q4 		$302K Buy
+9,729
New +$312K 0.2% 68

Other funds holding WMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Pettinga Financial Advisors's WMT Position: Q3 2026 in Review

Pettinga Financial Advisors increased its Walmart Inc (WMT) stake by 0.14% in Q3 2026, buying an estimated $1.1K and bringing the position to 7,071 shares worth $735K. The position accounts for 0.12% of the portfolio, ranked #86.

Pettinga Financial Advisors first reported a position in WMT in Q4 2018 and has held it in 32 quarters since. The position peaked at $888K in Q1 2026. 388 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Pettinga Financial Advisors held 7,071 shares of Walmart Inc worth $735K as of Q3 2026.
  • Pettinga Financial Advisors bought 10 Walmart Inc shares in Q3 2026, an estimated $1.1K.
  • Walmart Inc made up 0.12% of Pettinga Financial Advisors's portfolio in Q3 2026, its #86 holding.
  • Pettinga Financial Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's Walmart Inc position peaked at $888K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.