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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Advisory Group's WMT Position: Q2 2026 in Review

Private Advisory Group reduced its Walmart Inc (WMT) stake by 2.1% in Q2 2026, selling an estimated $26.2K and leaving 9,858 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #167.

Private Advisory Group first reported a position in WMT in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.97M in Q3 2022. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Private Advisory Group held 9,858 shares of Walmart Inc worth $1.12M as of Q2 2026.
Private Advisory Group sold 211 Walmart Inc shares in Q2 2026, an estimated $26.2K.
Walmart Inc made up 0.06% of Private Advisory Group's portfolio in Q2 2026, its #167 holding.
Private Advisory Group first reported a position in Walmart Inc in Q3 2022 and has held it in 8 quarters since.
Private Advisory Group's Walmart Inc position peaked at $2.97M in Q3 2022.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.