Pinnacle Wealth Management Advisory Group’s Walmart Inc WMT Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$16.4M	Buy	132,333 +1,406	+1%	+$173K	1.12%	25
2025 Q4	$14.6M	Buy	130,927 +6,113	+5%	+$656K	1%	28
2025 Q3	$12.9M	Sell	124,814 -820	-0.7%	-$81.6K	0.97%	28
2025 Q2	$12.3M	Sell	125,634 -1,053	-0.8%	-$100K	1.02%	28
2025 Q1	$11.1M	Sell	126,687 -2,163	-2%	-$203K	1.04%	27
2024 Q4	$11.6M	Sell	128,850 -1,733	-1%	-$150K	1.09%	26
2024 Q3	$10.5M	Sell	130,583 -1,704	-1%	-$125K	1.01%	26
2024 Q2	$8.96M	Sell	132,287 -982	-0.7%	-$61.8K	0.92%	28
2024 Q1	$8.02M	Sell	133,269 -1,446	-1%	-$82.7K	0.86%	30
2023 Q4	$7.08M	Sell	134,715 -993	-0.7%	-$52.5K	0.83%	29
2023 Q3	$7.23M	Buy	135,708 +1,071	+0.8%	+$57K	0.94%	28
2023 Q2	$7.05M	Sell	134,637 -3,828	-3%	-$193K	0.88%	28
2023 Q1	$6.81M	Buy	138,465 +4,770	+4%	+$226K	0.92%	25
2022 Q4	$6.32M	Sell	133,695 -2,445	-2%	-$116K	0.95%	24
2022 Q3	$5.89M	Buy	136,140 +3,501	+3%	+$153K	0.98%	25
2022 Q2	$5.38M	Buy	132,639 +5,370	+4%	+$248K	0.87%	26
2022 Q1	$6.32M	Buy	127,269 +4,038	+3%	+$190K	0.91%	23
2021 Q4	$5.94M	Buy	123,231 +82,179	+200%	+$3.92M	0.97%	26
2021 Q3	$1.91M	Buy	41,052 +900	+2%	+$43.4K	0.45%	61
2021 Q2	$1.89M	Buy	40,152 +2,856	+8%	+$133K	0.44%	64
2021 Q1	$1.69M	Sell	37,296 -1,878	-5%	-$87K	0.47%	53
2020 Q4	$1.88M	Sell	39,174 -432	-1%	-$21K	0.57%	43
2020 Q3	$1.85M	Buy	39,606 +315	+0.8%	+$14K	0.64%	41
2020 Q2	$1.57M	Buy	39,291 +4,110	+12%	+$169K	0.58%	47
2020 Q1	$1.33M	Sell	35,181 -1,941	-5%	-$74.7K	0.65%	40
2019 Q4	$1.47M	Sell	37,122 -390	-1%	-$15.5K	0.55%	51
2019 Q3	$1.48M	Buy	37,512 +1,788	+5%	+$67.5K	0.62%	47
2019 Q2	$1.32M	Sell	35,724 -582	-2%	-$20.1K	0.56%	55
2019 Q1	$1.18M	Buy	36,306 +1,026	+3%	+$33.3K	0.53%	62
2018 Q4	$1.09M	Sell	35,280 -7,311	-17%	-$234K	0.59%	52
2018 Q3	$1.33M	Sell	42,591 -2,679	-6%	-$81.9K	0.66%	45
2018 Q2	$1.29M	Buy	45,270 +3,438	+8%	+$97.7K	0.69%	40
2018 Q1	$1.24M	Buy	41,832 +20,313	+94%	+$653K	0.7%	44
2017 Q4	$708K	Buy	21,519 +1,680	+8%	+$51.4K	0.39%	73
2017 Q3	$517K	Buy	19,839 +690	+4%	+$18.1K	0.3%	87
2017 Q2	$483K	Buy	19,149 +1,554	+9%	+$39.5K	0.3%	88
2017 Q1	$423K	Sell	17,595 -753	-4%	-$17.3K	0.29%	85
2016 Q4	$423K	Buy	18,348 +198	+1%	+$4.62K	0.3%	82
2016 Q3	$436K	Buy	18,150 +2,700	+17%	+$65.5K	0.33%	80
2016 Q2	$376K	Buy	15,450 +6,075	+65%	+$141K	0.3%	82
2016 Q1	$214K	Buy	+9,375	New	+$206K	0.19%	105
2015 Q4	–	Sell	-9,675	Closed	-$209K	–	112
2015 Q3	$209K	Buy	9,675 +600	+7%	+$13.8K	0.2%	96
2015 Q2	$215K	Sell	9,075 -300	-3%	-$7.65K	0.2%	96
2015 Q1	$257K	Hold	9,375	–	–	0.23%	93
2014 Q4	$268K	Buy	+9,375	New	+$253K	0.25%	86

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's WMT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Walmart Inc (WMT) stake by 1.1% in Q1 2026, buying an estimated $173K and bringing the position to 132,333 shares worth $16.4M. The position accounts for 1.12% of the portfolio, ranked #25.

Pinnacle Wealth Management Advisory Group first reported a position in WMT in Q4 2014 and has held it in 45 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 132,333 shares of Walmart Inc worth $16.4M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 1,406 Walmart Inc shares in Q1 2026, an estimated $173K.
Walmart Inc made up 1.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #25 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Walmart Inc in Q4 2014 and has held it in 45 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.