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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
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 $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

PKS Advisory Services's WMT Position: Q1 2026 in Review

PKS Advisory Services increased its Walmart Inc (WMT) stake by 18% in Q1 2026, buying an estimated $143K and bringing the position to 7,751 shares worth $790K. The position accounts for 0.18% of the portfolio, ranked #112.

PKS Advisory Services first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • PKS Advisory Services held 7,751 shares of Walmart Inc worth $790K as of Q1 2026.
  • PKS Advisory Services bought 1,162 Walmart Inc shares in Q1 2026, an estimated $143K.
  • Walmart Inc made up 0.18% of PKS Advisory Services's portfolio in Q1 2026, its #112 holding.
  • PKS Advisory Services first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.