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PKS Advisory Services’s Walmart Inc WMT Stock Holding History

PKS Advisory Services’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 		$1.4M Buy
12,375
+4,624
+60% +$574K 0.22% 95
2026
Q1 		$790K Buy
7,751
+1,162
+18% +$143K 0.18% 112
2025
Q4 		$734K Sell
6,589
-13
-0.2% -$1.4K 0.17% 123
2025
Q3 		$680K Buy
6,602
+359
+6% +$35.7K 0.14% 126
2025
Q2 		$610K Sell
6,243
-191
-3% -$18.2K 0.15% 134
2025
Q1 		$566K Sell
6,434
-160
-2% -$15K 0.15% 121
2024
Q4 		$596K Buy
+6,594
New +$572K 0.15% 119

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

PKS Advisory Services's WMT Position: Q2 2026 in Review

PKS Advisory Services increased its Walmart Inc (WMT) stake by 60% in Q2 2026, buying an estimated $574K and bringing the position to 12,375 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #95.

PKS Advisory Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • PKS Advisory Services held 12,375 shares of Walmart Inc worth $1.4M as of Q2 2026.
  • PKS Advisory Services bought 4,624 Walmart Inc shares in Q2 2026, an estimated $574K.
  • Walmart Inc made up 0.22% of PKS Advisory Services's portfolio in Q2 2026, its #95 holding.
  • PKS Advisory Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.