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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
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

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

Pines Wealth Management's WMT Position: Q2 2026 in Review

Pines Wealth Management reduced its Walmart Inc (WMT) stake by 0.78% in Q2 2026, selling an estimated $38.9K and leaving 39,837 shares worth $4.51M. The position accounts for 1.3% of the portfolio, ranked #16.

Pines Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.88M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pines Wealth Management held 39,837 shares of Walmart Inc worth $4.51M as of Q2 2026.
  • Pines Wealth Management sold 313 Walmart Inc shares in Q2 2026, an estimated $38.9K.
  • Walmart Inc made up 1.3% of Pines Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Pines Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Walmart Inc position peaked at $5.88M in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.