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Pinnacle West Asset Management’s Walmart Inc WMT Stock Holding History

Pinnacle West Asset Management’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 		$3.39M Sell
29,950
-200
-0.7% -$24.8K 2.34% 12
2026
Q1 		$3.75M Sell
30,150
-1,475
-5% -$181K 2.55% 6
2025
Q4 		$3.52M Sell
31,625
-325
-1% -$34.9K 2.29% 9
2025
Q3 		$3.29M Hold
31,950
– – 2.13% 10
2025
Q2 		$3.12M Sell
31,950
-405
-1% -$38.6K 2.16% 10
2025
Q1 		$2.84M Hold
32,355
– – 2.05% 12
2024
Q4 		$2.92M Buy
32,355
+350
+1% +$30.4K 2.09% 11
2024
Q3 		$2.58M Buy
32,005
+725
+2% +$53.2K 1.85% 11
2024
Q2 		$2.12M Buy
31,280
+365
+1% +$23K 1.65% 16
2024
Q1 		$1.86M Buy
30,915
+420
+1% +$24K 1.48% 18
2023
Q4 		$1.6M Buy
30,495
+1,245
+4% +$65.9K 1.37% 21
2023
Q3 		$1.56M Buy
29,250
+1,800
+7% +$95.8K 1.53% 17
2023
Q2 		$1.44M Buy
27,450
+105
+0.4% +$5.3K 1.4% 20
2023
Q1 		$1.34M Buy
+27,345
New +$1.3M 1.4% 21

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle West Asset Management's WMT Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its Walmart Inc (WMT) stake by 0.66% in Q2 2026, selling an estimated $24.8K and leaving 29,950 shares worth $3.39M. The position accounts for 2.34% of the portfolio, ranked #12.

Pinnacle West Asset Management first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.75M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Pinnacle West Asset Management held 29,950 shares of Walmart Inc worth $3.39M as of Q2 2026.
  • Pinnacle West Asset Management sold 200 Walmart Inc shares in Q2 2026, an estimated $24.8K.
  • Walmart Inc made up 2.34% of Pinnacle West Asset Management's portfolio in Q2 2026, its #12 holding.
  • Pinnacle West Asset Management first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Walmart Inc position peaked at $3.75M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.