Pinnacle Family 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 | $937K | Buy |
7,543
+544
| +8% | +$66.8K | 0.44% | 46 |
|
|
2025
Q4 | $780K | Hold |
6,999
| – | – | 0.34% | 51 |
|
|
2025
Q3 | $721K | Buy |
6,999
+361
| +5% | +$35.9K | 0.31% | 51 |
|
|
2025
Q2 | $647K | Buy |
6,638
+67
| +1% | +$6.38K | 0.31% | 58 |
|
|
2025
Q1 | $577K | Sell |
6,571
-197
| -3% | -$18.5K | 0.31% | 59 |
|
|
2024
Q4 | $612K | Buy |
6,768
+1,334
| +25% | +$116K | 0.3% | 57 |
|
|
2024
Q3 | $439K | Buy |
5,434
+804
| +17% | +$59K | 0.23% | 80 |
|
|
2024
Q2 | $313K | Sell |
4,630
-1,265
| -21% | -$79.7K | 0.17% | 87 |
|
|
2024
Q1 | $355K | Buy |
5,895
+780
| +15% | +$44.6K | 0.19% | 70 |
|
|
2023
Q4 | $269K | Sell |
5,115
-261
| -5% | -$13.8K | 0.16% | 79 |
|
|
2023
Q3 | $287K | Sell |
5,376
-645
| -11% | -$34.3K | 0.16% | 69 |
|
|
2023
Q2 | $315K | Buy |
6,021
+255
| +4% | +$12.9K | 0.17% | 79 |
|
|
2023
Q1 | $283K | Sell |
5,766
-1,245
| -18% | -$59.1K | 0.17% | 81 |
|
|
2022
Q4 | $331K | Buy |
7,011
+642
| +10% | +$30.5K | 0.24% | 72 |
|
|
2022
Q3 | $275K | Sell |
6,369
-243
| -4% | -$10.6K | 0.24% | 69 |
|
|
2022
Q2 | $268K | Sell |
6,612
-75
| -1% | -$3.46K | 0.22% | 76 |
|
|
2022
Q1 | $332K | Buy |
6,687
+246
| +4% | +$11.5K | 0.18% | 94 |
|
|
2021
Q4 | $311K | Buy |
6,441
+705
| +12% | +$33.7K | 0.14% | 83 |
|
|
2021
Q3 | $267K | Sell |
5,736
-1,512
| -21% | -$72.8K | 0.12% | 114 |
|
|
2021
Q2 | $341K | Sell |
7,248
-3,189
| -31% | -$149K | 0.15% | 92 |
|
|
2021
Q1 | $472K | Sell |
10,437
-7,779
| -43% | -$360K | 0.25% | 67 |
|
|
2020
Q4 | $875K | Buy |
18,216
+12,036
| +195% | +$584K | 0.54% | 43 |
|
|
2020
Q3 | $288K | Sell |
6,180
-39
| -0.6% | -$1.73K | 0.19% | 54 |
|
|
2020
Q2 | $248K | Sell |
6,219
-5,472
| -47% | -$225K | 0.22% | 57 |
|
|
2020
Q1 | $446K | Buy |
11,691
+111
| +1% | +$4.27K | 0.54% | 38 |
|
|
2019
Q4 | $459K | Sell |
11,580
-18
| -0.2% | -$715 | 0.41% | 43 |
|
|
2019
Q3 | $459K | Sell |
11,598
-102
| -0.9% | -$3.85K | 0.41% | 44 |
|
|
2019
Q2 | $431K | Sell |
11,700
-2,823
| -19% | -$97.3K | 0.36% | 50 |
|
|
2019
Q1 | $472K | Buy |
14,523
+1,650
| +13% | +$53.5K | 0.42% | 45 |
|
|
2018
Q4 | $400K | Sell |
12,873
-399
| -3% | -$12.8K | 0.27% | 46 |
|
|
2018
Q3 | $415K | Sell |
13,272
-3,081
| -19% | -$94.2K | 0.22% | 50 |
|
|
2018
Q2 | $467K | Buy |
16,353
+8,511
| +109% | +$242K | 0.25% | 50 |
|
|
2018
Q1 | $233K | Buy |
+7,842
| New | +$252K | 0.13% | 59 |
|
Other funds holding WMT
VCM
VPM
Pinnacle Family Advisors's WMT Position: Q1 2026 in Review
Pinnacle Family Advisors increased its Walmart Inc (WMT) stake by 7.8% in Q1 2026, buying an estimated $66.8K and bringing the position to 7,543 shares worth $937K. The position accounts for 0.44% of the portfolio, ranked #46.
Pinnacle Family Advisors first reported a position in WMT in Q1 2018 and has held it in 33 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Pinnacle Family Advisors held 7,543 shares of Walmart Inc worth $937K as of Q1 2026.
- Pinnacle Family Advisors bought 544 Walmart Inc shares in Q1 2026, an estimated $66.8K.
- Walmart Inc made up 0.44% of Pinnacle Family Advisors's portfolio in Q1 2026, its #46 holding.
- Pinnacle Family Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 33 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.