Pin Oak Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Sell |
16,177
-75
| -0.5% | -$9.21K | 1.42% | 18 |
|
|
2025
Q4 | $2.13M | Buy |
16,252
+21
| +0.1% | +$2.25K | 1.5% | 20 |
|
|
2025
Q3 | $1.67M | Sell |
16,231
-306
| -2% | -$30.5K | 1.19% | 23 |
|
|
2025
Q2 | $1.45M | Sell |
16,537
-100
| -0.6% | -$9.53K | 1.23% | 19 |
|
|
2025
Q1 | $1.48M | Buy |
16,637
+700
| +4% | +$65.7K | 1.13% | 21 |
|
|
2024
Q4 | $1.29M | Hold |
15,937
| – | – | 1.17% | 18 |
|
|
2024
Q3 | $1.29M | Sell |
15,937
-2,338
| -13% | -$172K | 1.17% | 18 |
|
|
2024
Q2 | $1.24M | Buy |
18,275
+438
| +2% | +$27.6K | 1.18% | 19 |
|
|
2024
Q1 | $1.07M | Sell |
17,837
-661
| -4% | -$37.8K | 1.03% | 20 |
|
|
2023
Q4 | $975K | Buy |
18,498
+300
| +2% | +$15.9K | 0.99% | 23 |
|
|
2023
Q3 | $970K | Hold |
18,198
| – | – | 1.09% | 21 |
|
|
2023
Q2 | $953K | Sell |
18,198
-900
| -5% | -$45.4K | 1.06% | 21 |
|
|
2023
Q1 | $939K | Sell |
19,098
-1,005
| -5% | -$47.7K | 1.16% | 22 |
|
|
2022
Q4 | $950K | Buy |
20,103
+213
| +1% | +$10.1K | 1.17% | 25 |
|
|
2022
Q3 | $860K | Sell |
19,890
-291
| -1% | -$12.7K | 1.08% | 25 |
|
|
2022
Q2 | $818K | Sell |
20,181
-792
| -4% | -$36.5K | 1% | 29 |
|
|
2022
Q1 | $1.04M | Sell |
20,973
-240
| -1% | -$11.3K | 1.11% | 25 |
|
|
2021
Q4 | $1.02M | Buy |
21,213
+165
| +0.8% | +$7.88K | 1.04% | 25 |
|
|
2021
Q3 | $978K | Hold |
21,048
| – | – | 1.08% | 26 |
|
|
2021
Q2 | $989K | Buy |
21,048
+780
| +4% | +$36.3K | 1.01% | 28 |
|
|
2021
Q1 | $918K | Sell |
20,268
-240
| -1% | -$11.1K | 0.78% | 38 |
|
|
2020
Q4 | $985K | Buy |
20,508
+714
| +4% | +$34.7K | 0.81% | 39 |
|
|
2020
Q3 | $923K | Sell |
19,794
-4,272
| -18% | -$190K | 0.89% | 38 |
|
|
2020
Q2 | $961K | Sell |
24,066
-1,521
| -6% | -$62.6K | 0.89% | 40 |
|
|
2020
Q1 | $969K | Sell |
25,587
-1,428
| -5% | -$54.9K | 1.02% | 39 |
|
|
2019
Q4 | $1.07M | Sell |
27,015
-2,184
| -7% | -$86.7K | 0.86% | 38 |
|
|
2019
Q3 | $1.16M | Sell |
29,199
-3,345
| -10% | -$126K | 0.95% | 38 |
|
|
2019
Q2 | $1.2M | Sell |
32,544
-579
| -2% | -$20K | 0.93% | 43 |
|
|
2019
Q1 | $1.08M | Sell |
33,123
-1,248
| -4% | -$40.5K | 0.86% | 44 |
|
|
2018
Q4 | $1.07M | Buy |
34,371
+1,242
| +4% | +$39.8K | 0.95% | 44 |
|
|
2018
Q3 | $1.04M | Sell |
33,129
-2,010
| -6% | -$61.5K | 0.78% | 45 |
|
|
2018
Q2 | $1M | Sell |
35,139
-366
| -1% | -$10.4K | 0.74% | 47 |
|
|
2018
Q1 | $1.05M | Hold |
35,505
| – | – | 0.85% | 42 |
|
|
2017
Q4 | $1.17M | Buy |
+35,505
| New | +$1.09M | 0.9% | 42 |
|
Other funds holding WMT
VCM
VPM
Pin Oak Investment Advisors's WMT Position: Q1 2026 in Review
Pin Oak Investment Advisors reduced its Walmart Inc (WMT) stake by 0.46% in Q1 2026, selling an estimated $9.21K and leaving 16,177 shares worth $2.01M. The position accounts for 1.42% of the portfolio, ranked #18.
Pin Oak Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.13M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Pin Oak Investment Advisors held 16,177 shares of Walmart Inc worth $2.01M as of Q1 2026.
- Pin Oak Investment Advisors sold 75 Walmart Inc shares in Q1 2026, an estimated $9.21K.
- Walmart Inc made up 1.42% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #18 holding.
- Pin Oak Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Walmart Inc position peaked at $2.13M in Q4 2025.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.