Pines Wealth Management’s Walmart Inc WMT Stock Holding History

Pines 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
2026 Q3	$4.25M	Buy	40,888 +1,051	+3%	+$115K	1.21%	16
2026 Q2	$4.51M	Sell	39,837 -313	-0.8%	-$38.9K	1.3%	16
2026 Q1	$4.99M	Sell	40,150 -12,650	-24%	-$1.55M	1.62%	13
2025 Q4	$5.88M	Sell	52,800 -172	-0.3%	-$18.5K	1.9%	11
2025 Q3	$5.46M	Sell	52,972 -904	-2%	-$90K	1.84%	11
2025 Q2	$5.3M	Buy	53,876 +763	+1%	+$72.7K	1.87%	11
2025 Q1	$4.34M	Sell	53,113 -58	-0.1%	-$5.44K	2.01%	11
2024 Q4	$4.94M	Buy	+53,171	New	+$4.61M	2.15%	8

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Pines Wealth Management's WMT Position: Q3 2026 in Review

Pines Wealth Management increased its Walmart Inc (WMT) stake by 2.6% in Q3 2026, buying an estimated $115K and bringing the position to 40,888 shares worth $4.25M. The position accounts for 1.21% of the portfolio, ranked #16.

Pines Wealth Management first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q4 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Pines Wealth Management held 40,888 shares of Walmart Inc worth $4.25M as of Q3 2026.
Pines Wealth Management bought 1,051 Walmart Inc shares in Q3 2026, an estimated $115K.
Walmart Inc made up 1.21% of Pines Wealth Management's portfolio in Q3 2026, its #16 holding.
Pines Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Walmart Inc position peaked at $5.88M in Q4 2025.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.