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Pinnacle Associates’s Walmart Inc WMT Stock Holding History

Pinnacle Associates’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 		$60.2M Sell
484,112
-2,920
-0.6% -$359K 0.77% 25
2025
Q4 		$54.3M Sell
487,032
-1,036
-0.2% -$111K 0.7% 29
2025
Q3 		$50.3M Sell
488,068
-2,871
-0.6% -$286K 0.67% 29
2025
Q2 		$48M Buy
490,939
+128,121
+35% +$12.2M 0.7% 27
2025
Q1 		$31.9M Sell
362,818
-2,681
-0.7% -$252K 0.47% 48
2024
Q4 		$33M Buy
365,499
+237,035
+185% +$20.6M 0.45% 51
2024
Q3 		$20.3M Sell
128,464
-242,185
-65% -$17.8M 0.34% 80
2024
Q2 		$25.1M Sell
370,649
-10,079
-3% -$635K 0.39% 67
2024
Q1 		$22.9M Sell
380,728
-4,664
-1% -$267K 0.36% 73
2023
Q4 		$20.3M Buy
385,392
+10,410
+3% +$551K 0.34% 81
2023
Q3 		$20M Buy
374,982
+3,357
+0.9% +$179K 0.37% 77
2023
Q2 		$19.5M Sell
371,625
-627
-0.2% -$31.6K 0.34% 84
2023
Q1 		$18.3M Buy
372,252
+5,676
+2% +$269K 0.37% 77
2022
Q4 		$17.3M Sell
366,576
-6,195
-2% -$294K 0.38% 76
2022
Q3 		$16.1M Buy
372,771
+3,903
+1% +$171K 0.37% 77
2022
Q2 		$14.9M Buy
368,868
+11,259
+3% +$519K 0.33% 91
2022
Q1 		$17.8M Buy
357,609
+6,810
+2% +$320K 0.31% 94
2021
Q4 		$16.9M Buy
350,799
+87,681
+33% +$4.19M 0.29% 106
2021
Q3 		$12.2M Sell
263,118
-258
-0.1% -$12.4K 0.23% 126
2021
Q2 		$12.4M Buy
263,376
+4,311
+2% +$201K 0.22% 126
2021
Q1 		$11.7M Buy
259,065
+1,041
+0.4% +$48.2K 0.22% 124
2020
Q4 		$12.4M Sell
258,024
-1,023
-0.4% -$49.7K 0.25% 107
2020
Q3 		$12.1M Buy
259,047
+5,289
+2% +$235K 0.29% 98
2020
Q2 		$10.1M Buy
253,758
+21,078
+9% +$867K 0.25% 109
2020
Q1 		$8.81M Sell
232,680
-1,461
-0.6% -$56.2K 0.27% 108
2019
Q4 		$9.28M Buy
234,141
+11,085
+5% +$440K 0.2% 135
2019
Q3 		$8.82M Buy
223,056
+7,764
+4% +$293K 0.21% 131
2019
Q2 		$7.93M Sell
215,292
-147
-0.1% -$5.07K 0.19% 151
2019
Q1 		$7M Sell
215,439
-45,738
-18% -$1.48M 0.16% 170
2018
Q4 		$8.11M Sell
261,177
-6,135
-2% -$197K 0.21% 132
2018
Q3 		$8.37M Buy
267,312
+8,085
+3% +$247K 0.17% 158
2018
Q2 		$7.4M Buy
259,227
+6,054
+2% +$172K 0.15% 172
2018
Q1 		$7.51M Buy
253,173
+85,233
+51% +$2.74M 0.15% 167
2017
Q4 		$5.53M Buy
167,940
+20,778
+14% +$636K 0.11% 197
2017
Q3 		$3.83M Buy
147,162
+14,046
+11% +$368K 0.07% 237
2017
Q2 		$3.36M Buy
133,116
+3,144
+2% +$79.8K 0.06% 249
2017
Q1 		$3.12M Sell
129,972
-34,980
-21% -$805K 0.06% 267
2016
Q4 		$3.8M Buy
164,952
+921
+0.6% +$21.5K 0.08% 234
2016
Q3 		$3.94M Buy
164,031
+15,447
+10% +$375K 0.08% 228
2016
Q2 		$3.62M Buy
148,584
+11,430
+8% +$265K 0.08% 234
2016
Q1 		$3.13M Buy
137,154
+38,046
+38% +$834K 0.07% 239
2015
Q4 		$2.02M Buy
99,108
+7,260
+8% +$146K 0.04% 275
2015
Q3 		$1.99M Buy
91,848
+3,900
+4% +$89.5K 0.04% 279
2015
Q2 		$2.08M Sell
87,948
-5,649
-6% -$144K 0.04% 284
2015
Q1 		$2.57M Sell
93,597
-1,137
-1% -$32.3K 0.05% 264
2014
Q4 		$2.71M Sell
94,734
-4,575
-5% -$124K 0.05% 257
2014
Q3 		$2.53M Sell
99,309
-1,812
-2% -$45.8K 0.05% 259
2014
Q2 		$2.53M Sell
101,121
-14,391
-12% -$370K 0.05% 259
2014
Q1 		$2.94M Sell
115,512
-60,222
-34% -$1.51M 0.06% 236
2013
Q4 		$4.61M Buy
175,734
+417
+0.2% +$10.8K 0.09% 195
2013
Q3 		$4.32M Sell
175,317
-6,669
-4% -$168K 0.09% 190
2013
Q2 		$4.52M Buy
+181,986
New +$4.66M 0.1% 184

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

Pinnacle Associates's WMT Position: Q1 2026 in Review

Pinnacle Associates reduced its Walmart Inc (WMT) stake by 0.6% in Q1 2026, selling an estimated $359K and leaving 484,112 shares worth $60.2M. The position accounts for 0.77% of the portfolio, ranked #25.

Pinnacle Associates first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Pinnacle Associates held 484,112 shares of Walmart Inc worth $60.2M as of Q1 2026.
  • Pinnacle Associates sold 2,920 Walmart Inc shares in Q1 2026, an estimated $359K.
  • Walmart Inc made up 0.77% of Pinnacle Associates's portfolio in Q1 2026, its #25 holding.
  • Pinnacle Associates first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.