Private Advisory Group’s Walmart Inc WMT Stock Holding History

Private Advisory Group’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 Q3	$930K	Sell	8,947 -911	-9%	-$100K	0.05%	191
2026 Q2	$1.12M	Sell	9,858 -211	-2%	-$26.2K	0.06%	167
2026 Q1	$1.25M	Buy	10,069 +1,171	+13%	+$144K	0.08%	143
2025 Q4	$991K	Buy	8,898 +4,444	+100%	+$477K	0.08%	121
2025 Q3	$459K	Buy	4,454 +1,064	+31%	+$106K	0.04%	159
2025 Q2	$331K	Sell	3,390 -395	-10%	-$37.6K	0.03%	173
2025 Q1	$332K	Buy	3,785 +880	+30%	+$82.6K	0.04%	159
2024 Q4	$262K	Buy	+2,905	New	+$252K	0.03%	186
2022 Q4	–	Sell	-68,703	Closed	-$2.97M	–	224
2022 Q3	$2.97M	Buy	+68,703	New	+$3.01M	0.68%	45

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Private Advisory Group's WMT Position: Q3 2026 in Review

Private Advisory Group reduced its Walmart Inc (WMT) stake by 9.2% in Q3 2026, selling an estimated $100K and leaving 8,947 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #191.

Private Advisory Group first reported a position in WMT in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.97M in Q3 2022. 2,734 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Private Advisory Group held 8,947 shares of Walmart Inc worth $930K as of Q3 2026.
Private Advisory Group sold 911 Walmart Inc shares in Q3 2026, an estimated $100K.
Walmart Inc made up 0.05% of Private Advisory Group's portfolio in Q3 2026, its #191 holding.
Private Advisory Group first reported a position in Walmart Inc in Q3 2022 and has held it in 9 quarters since.
Private Advisory Group's Walmart Inc position peaked at $2.97M in Q3 2022.
2,734 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.