Pinion 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 | $2.56M | Sell |
20,571
-1,070
| -5% | -$131K | 0.6% | 36 |
|
|
2025
Q4 | $2.41M | Sell |
21,641
-1,065
| -5% | -$114K | 0.59% | 36 |
|
|
2025
Q3 | $2.41M | Buy |
22,706
+73
| +0.3% | +$7.27K | 0.66% | 31 |
|
|
2025
Q2 | $2.21M | Sell |
22,633
-23,141
| -51% | -$2.2M | 0.76% | 28 |
|
|
2025
Q1 | $4.02M | Buy |
45,774
+22,196
| +94% | +$2.08M | 0.89% | 22 |
|
|
2024
Q4 | $2.13M | Sell |
23,578
-299
| -1% | -$25.9K | 0.85% | 24 |
|
|
2024
Q3 | $1.93M | Buy |
23,877
+729
| +3% | +$53.5K | 0.81% | 23 |
|
|
2024
Q2 | $1.57M | Buy |
23,148
+241
| +1% | +$15.2K | 0.78% | 22 |
|
|
2024
Q1 | $1.38M | Sell |
22,907
-61
| -0.3% | -$3.49K | 0.72% | 25 |
|
|
2023
Q4 | $1.21M | Buy |
22,968
+402
| +2% | +$21.3K | 0.73% | 24 |
|
|
2023
Q3 | $1.2M | Buy |
22,566
+843
| +4% | +$44.9K | 0.78% | 23 |
|
|
2023
Q2 | $1.14M | Buy |
21,723
+3,069
| +16% | +$155K | 0.77% | 22 |
|
|
2023
Q1 | $917K | Sell |
18,654
-873
| -4% | -$41.4K | 0.86% | 22 |
|
|
2022
Q4 | $923K | Sell |
19,527
-2,067
| -10% | -$98.2K | 0.87% | 25 |
|
|
2022
Q3 | $934K | Sell |
21,594
-1,398
| -6% | -$61.2K | 0.82% | 28 |
|
|
2022
Q2 | $932K | Buy |
22,992
+693
| +3% | +$32K | 0.78% | 31 |
|
|
2022
Q1 | $1.11M | Buy |
22,299
+360
| +2% | +$16.9K | 0.77% | 30 |
|
|
2021
Q4 | $1.06M | Buy |
21,939
+1,236
| +6% | +$59K | 0.71% | 38 |
|
|
2021
Q3 | $962K | Buy |
20,703
+105
| +0.5% | +$5.06K | 0.77% | 30 |
|
|
2021
Q2 | $968K | Buy |
20,598
+327
| +2% | +$15.2K | 0.78% | 28 |
|
|
2021
Q1 | $918K | Buy |
20,271
+2,154
| +12% | +$99.8K | 0.85% | 22 |
|
|
2020
Q4 | $871K | Buy |
18,117
+741
| +4% | +$36K | 0.92% | 20 |
|
|
2020
Q3 | $694K | Hold |
17,376
| – | – | 1.05% | 28 |
|
|
2020
Q2 | $694K | Buy |
17,376
+888
| +5% | +$36.5K | 1.05% | 28 |
|
|
2020
Q1 | $624K | Buy |
16,488
+3,738
| +29% | +$144K | 1.34% | 22 |
|
|
2019
Q4 | $505K | Buy |
12,750
+1,104
| +9% | +$43.8K | 0.94% | 40 |
|
|
2019
Q3 | $461K | Sell |
11,646
-783
| -6% | -$29.6K | 0.94% | 45 |
|
|
2019
Q2 | $458K | Sell |
12,429
-2,676
| -18% | -$92.2K | 0.98% | 38 |
|
|
2019
Q1 | $491K | Buy |
15,105
+282
| +2% | +$9.14K | 0.86% | 49 |
|
|
2018
Q4 | $460K | Buy |
14,823
+1,974
| +15% | +$63.3K | 0.97% | 43 |
|
|
2018
Q3 | $402K | Sell |
12,849
-90
| -0.7% | -$2.75K | 0.77% | 53 |
|
|
2018
Q2 | $369K | Buy |
12,939
+621
| +5% | +$17.7K | 0.71% | 63 |
|
|
2018
Q1 | $365K | Buy |
+12,318
| New | +$396K | 0.78% | 57 |
|
Other funds holding WMT
VCM
VPM
Pinion Investment Advisors's WMT Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Walmart Inc (WMT) stake by 4.9% in Q1 2026, selling an estimated $131K and leaving 20,571 shares worth $2.56M. The position accounts for 0.6% of the portfolio, ranked #36.
Pinion Investment Advisors first reported a position in WMT in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.02M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Pinion Investment Advisors held 20,571 shares of Walmart Inc worth $2.56M as of Q1 2026.
- Pinion Investment Advisors sold 1,070 Walmart Inc shares in Q1 2026, an estimated $131K.
- Walmart Inc made up 0.6% of Pinion Investment Advisors's portfolio in Q1 2026, its #36 holding.
- Pinion Investment Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Walmart Inc position peaked at $4.02M in Q1 2025.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.