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PFG Private Wealth Management’s Walmart Inc WMT Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-2,204
Closed -$227K – 160
2025
Q3 		$227K Buy
+2,204
New +$219K 0.1% 106
2025
Q2 		– Sell
-286
Closed -$25.1K – 254
2025
Q1 		$25.1K Buy
286
+84
+42% +$7.88K 0.01% 109
2024
Q4 		$18.3K Hold
202
– – 0.01% 118
2024
Q3 		$16.3K Buy
202
+1
+0.5% +$73 0.01% 122
2024
Q2 		$13.6K Hold
201
– – 0.01% 127
2024
Q1 		$12.1K Hold
201
– – 0.01% 129
2023
Q4 		$10.6K Sell
201
-2,103
-91% -$111K 0.01% 134
2023
Q3 		$123K Buy
2,304
+1,776
+336% +$94.5K 0.09% 55
2023
Q2 		$27.7K Buy
+528
New +$26.6K 0.02% 166

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PFG Private Wealth Management's WMT Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,204 shares — an estimated $227K sold.

PFG Private Wealth Management first reported a position in WMT in Q2 2023 and held it in 9 quarters. The position peaked at $227K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,204 Walmart Inc shares in Q4 2025, an estimated $227K.
  • PFG Private Wealth Management first reported a position in Walmart Inc in Q2 2023 and held it in 9 quarters.
  • PFG Private Wealth Management's Walmart Inc position peaked at $227K in Q3 2025.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.