PGFG
WMT icon

Pine Grove Financial Group’s Walmart Inc WMT Stock Holding History

Pine Grove Financial Group’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 		$351K Buy
3,103
+463
+18% +$57.5K 0.04% 162
2026
Q1 		$328K Sell
2,640
-9
-0.3% -$1.1K 0.04% 149
2025
Q4 		$295K Buy
+2,649
New +$284K 0.04% 154

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pine Grove Financial Group's WMT Position: Q2 2026 in Review

Pine Grove Financial Group increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $57.5K and bringing the position to 3,103 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #162.

Pine Grove Financial Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pine Grove Financial Group held 3,103 shares of Walmart Inc worth $351K as of Q2 2026.
  • Pine Grove Financial Group bought 463 Walmart Inc shares in Q2 2026, an estimated $57.5K.
  • Walmart Inc made up 0.04% of Pine Grove Financial Group's portfolio in Q2 2026, its #162 holding.
  • Pine Grove Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.