Pinnacle Wealth Planning Services’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 | $4.41M | Buy |
35,465
+443
| +1% | +$54.4K | 0.46% | 33 |
|
|
2025
Q4 | $3.9M | Buy |
35,022
+1,601
| +5% | +$172K | 0.41% | 37 |
|
|
2025
Q3 | $3.44M | Buy |
33,421
+9,516
| +40% | +$947K | 0.4% | 36 |
|
|
2025
Q2 | $2.34M | Buy |
23,905
+588
| +3% | +$56K | 0.31% | 43 |
|
|
2025
Q1 | $2.05M | Buy |
23,317
+744
| +3% | +$69.8K | 0.31% | 46 |
|
|
2024
Q4 | $2.04M | Sell |
22,573
-2,830
| -11% | -$246K | 0.31% | 45 |
|
|
2024
Q3 | $2.05M | Sell |
25,403
-283
| -1% | -$20.8K | 0.28% | 49 |
|
|
2024
Q2 | $1.74M | Buy |
25,686
+422
| +2% | +$26.6K | 0.25% | 57 |
|
|
2024
Q1 | $1.52M | Buy |
25,264
+160
| +0.6% | +$9.15K | 0.22% | 66 |
|
|
2023
Q4 | $1.32M | Sell |
25,104
-3,378
| -12% | -$179K | 0.21% | 73 |
|
|
2023
Q3 | $1.52M | Sell |
28,482
-252
| -0.9% | -$13.4K | 0.25% | 56 |
|
|
2023
Q2 | $1.51M | Sell |
28,734
-2,514
| -8% | -$127K | 0.24% | 60 |
|
|
2023
Q1 | $1.54M | Sell |
31,248
-18
| -0.1% | -$854 | 0.26% | 58 |
|
|
2022
Q4 | $1.48M | Sell |
31,266
-450
| -1% | -$21.4K | 0.26% | 59 |
|
|
2022
Q3 | $1.37M | Buy |
31,716
+8,511
| +37% | +$373K | 0.25% | 63 |
|
|
2022
Q2 | $940K | Sell |
23,205
-6,471
| -22% | -$298K | 0.17% | 91 |
|
|
2022
Q1 | $1.47M | Buy |
29,676
+4,182
| +16% | +$196K | 0.27% | 63 |
|
|
2021
Q4 | $1.23M | Buy |
25,494
+1,608
| +7% | +$76.8K | 0.24% | 74 |
|
|
2021
Q3 | $1.11M | Buy |
23,886
+1,446
| +6% | +$69.7K | 0.25% | 70 |
|
|
2021
Q2 | $1.05M | Buy |
22,440
+2,538
| +13% | +$118K | 0.25% | 72 |
|
|
2021
Q1 | $901K | Sell |
19,902
-1,767
| -8% | -$81.8K | 0.23% | 71 |
|
|
2020
Q4 | $1.04M | Buy |
21,669
+225
| +1% | +$10.9K | 0.25% | 59 |
|
|
2020
Q3 | $1M | Buy |
21,444
+153
| +0.7% | +$6.8K | 0.33% | 58 |
|
|
2020
Q2 | $850K | Sell |
21,291
-915
| -4% | -$37.6K | 0.28% | 67 |
|
|
2020
Q1 | $840K | Buy |
22,206
+4,617
| +26% | +$178K | 0.4% | 52 |
|
|
2019
Q4 | $696K | Buy |
17,589
+1,281
| +8% | +$50.9K | 0.33% | 70 |
|
|
2019
Q3 | $645K | Buy |
16,308
+3,294
| +25% | +$124K | 0.35% | 60 |
|
|
2019
Q2 | $480K | Buy |
13,014
+978
| +8% | +$33.7K | 0.29% | 70 |
|
|
2019
Q1 | $392K | Sell |
12,036
-3,030
| -20% | -$98.2K | 0.26% | 74 |
|
|
2018
Q4 | $468K | Sell |
15,066
-300
| -2% | -$9.62K | 0.3% | 69 |
|
|
2018
Q3 | $480K | Buy |
15,366
+240
| +2% | +$7.34K | 0.44% | 76 |
|
|
2018
Q2 | $432K | Buy |
15,126
+1,668
| +12% | +$47.4K | 0.42% | 78 |
|
|
2018
Q1 | $400K | Buy |
13,458
+10,260
| +321% | +$330K | 0.41% | 84 |
|
|
2017
Q4 | $105K | Buy |
+3,198
| New | +$97.8K | 0.21% | 87 |
|
Other funds holding WMT
VCM
VPM
Pinnacle Wealth Planning Services's WMT Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Walmart Inc (WMT) stake by 1.3% in Q1 2026, buying an estimated $54.4K and bringing the position to 35,465 shares worth $4.41M. The position accounts for 0.46% of the portfolio, ranked #33.
Pinnacle Wealth Planning Services first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Pinnacle Wealth Planning Services held 35,465 shares of Walmart Inc worth $4.41M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 443 Walmart Inc shares in Q1 2026, an estimated $54.4K.
- Walmart Inc made up 0.46% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #33 holding.
- Pinnacle Wealth Planning Services first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.