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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle West Asset Management's WMT Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Walmart Inc (WMT) stake by 4.7% in Q1 2026, selling an estimated $181K and leaving 30,150 shares worth $3.75M. The position accounts for 2.55% of the portfolio, ranked #6.

Pinnacle West Asset Management first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Pinnacle West Asset Management held 30,150 shares of Walmart Inc worth $3.75M as of Q1 2026.
  • Pinnacle West Asset Management sold 1,475 Walmart Inc shares in Q1 2026, an estimated $181K.
  • Walmart Inc made up 2.55% of Pinnacle West Asset Management's portfolio in Q1 2026, its #6 holding.
  • Pinnacle West Asset Management first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.