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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pines Wealth Management's WMT Position: Q1 2026 in Review

Pines Wealth Management reduced its Walmart Inc (WMT) stake by 24% in Q1 2026, selling an estimated $1.55M and leaving 40,150 shares worth $4.99M. The position accounts for 1.62% of the portfolio, ranked #13.

Pines Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.88M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Pines Wealth Management held 40,150 shares of Walmart Inc worth $4.99M as of Q1 2026.
  • Pines Wealth Management sold 12,650 Walmart Inc shares in Q1 2026, an estimated $1.55M.
  • Walmart Inc made up 1.62% of Pines Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Pines Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Walmart Inc position peaked at $5.88M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.