Pinnacle Private Wealth’s Walmart Inc WMT Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$1.67M	Buy	41,274 +1,692	+4%	+$78K	0.65%	38
2022 Q1	$1.97M	Sell	39,582 -162	-0.4%	-$7.61K	0.61%	37
2021 Q4	$1.92M	Buy	+39,744	New	+$1.9M	0.6%	33

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Private Wealth's WMT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Walmart Inc (WMT) stake by 4.3% in Q2 2022, buying an estimated $78K and bringing the position to 41,274 shares worth $1.67M. The position accounts for 0.65% of the portfolio, ranked #38.

Pinnacle Private Wealth first reported a position in WMT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.97M in Q1 2022. 2,620 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Pinnacle Private Wealth held 41,274 shares of Walmart Inc worth $1.67M as of Q2 2022.
Pinnacle Private Wealth bought 1,692 Walmart Inc shares in Q2 2022, an estimated $78K.
Walmart Inc made up 0.65% of Pinnacle Private Wealth's portfolio in Q2 2022, its #38 holding.
Pinnacle Private Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Walmart Inc position peaked at $1.97M in Q1 2022.
2,620 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.