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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
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

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

Private Advisory Group's WMT Position: Q1 2026 in Review

Private Advisory Group increased its Walmart Inc (WMT) stake by 13% in Q1 2026, buying an estimated $144K and bringing the position to 10,069 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #143.

Private Advisory Group first reported a position in WMT in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.97M in Q3 2022. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Private Advisory Group held 10,069 shares of Walmart Inc worth $1.25M as of Q1 2026.
  • Private Advisory Group bought 1,171 Walmart Inc shares in Q1 2026, an estimated $144K.
  • Walmart Inc made up 0.08% of Private Advisory Group's portfolio in Q1 2026, its #143 holding.
  • Private Advisory Group first reported a position in Walmart Inc in Q3 2022 and has held it in 7 quarters since.
  • Private Advisory Group's Walmart Inc position peaked at $2.97M in Q3 2022.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.