PWMG
WMT icon

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

Pinnacle Wealth Management 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
Q2 		$277K Hold
2,445
– – 0.13% 105
2026
Q1 		$304K Buy
2,445
+187
+8% +$23K 0.15% 98
2025
Q4 		$252K Buy
+2,258
New +$242K 0.13% 110

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Wealth Management Group's WMT Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Walmart Inc (WMT) position steady in Q2 2026 at 2,445 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #105.

Pinnacle Wealth Management Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pinnacle Wealth Management Group held 2,445 shares of Walmart Inc worth $277K as of Q2 2026.
  • Pinnacle Wealth Management Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.13% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #105 holding.
  • Pinnacle Wealth Management Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Group's Walmart Inc position peaked at $304K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.