Private Wealth Advisors (California)’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $920K | Sell |
8,121
-12
| -0.1% | -$1.49K | 0.24% | 59 |
|
|
2026
Q1 | $1.01M | Sell |
8,133
-73
| -0.9% | -$8.96K | 0.28% | 62 |
|
|
2025
Q4 | $914K | Sell |
8,206
-182
| -2% | -$19.5K | 0.29% | 61 |
|
|
2025
Q3 | $864K | Sell |
8,388
-579
| -6% | -$57.6K | 0.29% | 60 |
|
|
2025
Q2 | $877K | Sell |
8,967
-187
| -2% | -$17.8K | 0.32% | 57 |
|
|
2025
Q1 | $804K | Buy |
9,154
+286
| +3% | +$26.8K | 0.29% | 55 |
|
|
2024
Q4 | $801K | Sell |
8,868
-120
| -1% | -$10.4K | 0.31% | 53 |
|
|
2024
Q3 | $730K | Buy |
8,988
+18
| +0.2% | +$1.32K | 0.28% | 54 |
|
|
2024
Q2 | $605K | Buy |
8,970
+32
| +0.4% | +$2.02K | 0.23% | 56 |
|
|
2024
Q1 | $538K | Buy |
8,938
+19
| +0.2% | +$1.09K | 0.22% | 58 |
|
|
2023
Q4 | $469K | Sell |
8,919
-816
| -8% | -$43.2K | 0.18% | 54 |
|
|
2023
Q3 | $519K | Sell |
9,735
-3
| -0% | -$160 | 0.22% | 55 |
|
|
2023
Q2 | $510K | Sell |
9,738
-9
| -0.1% | -$454 | 0.21% | 55 |
|
|
2023
Q1 | $479K | Sell |
9,747
-9
| -0.1% | -$427 | 0.2% | 56 |
|
|
2022
Q4 | $461K | Sell |
9,756
-18
| -0.2% | -$855 | 0.16% | 66 |
|
|
2022
Q3 | $423K | Buy |
9,774
+6
| +0.1% | +$263 | 0.2% | 54 |
|
|
2022
Q2 | $423K | Sell |
9,768
-60
| -0.6% | -$2.77K | 0.16% | 58 |
|
|
2022
Q1 | $488K | Sell |
9,828
-18
| -0.2% | -$845 | 0.16% | 59 |
|
|
2021
Q4 | $475K | Sell |
9,846
-642
| -6% | -$30.6K | 0.1% | 70 |
|
|
2021
Q3 | $507K | Buy |
10,488
+27
| +0.3% | +$1.3K | 0.12% | 79 |
|
|
2021
Q2 | $492K | Buy |
10,461
+54
| +0.5% | +$2.52K | 0.15% | 64 |
|
|
2021
Q1 | $471K | Sell |
10,407
-3,600
| -26% | -$167K | 0.16% | 61 |
|
|
2020
Q4 | $688K | Buy |
14,007
+30
| +0.2% | +$1.46K | 0.24% | 47 |
|
|
2020
Q3 | $652K | Hold |
13,977
| – | – | 0.34% | 39 |
|
|
2020
Q2 | $558K | Sell |
13,977
-78
| -0.6% | -$3.21K | 0.39% | 31 |
|
|
2020
Q1 | $532K | Sell |
14,055
-2,508
| -15% | -$96.5K | 0.44% | 37 |
|
|
2019
Q4 | $656K | Sell |
16,563
-375
| -2% | -$14.9K | 0.38% | 50 |
|
|
2019
Q3 | $670K | Buy |
16,938
+132
| +0.8% | +$4.98K | 0.44% | 38 |
|
|
2019
Q2 | $546K | Hold |
16,806
| – | – | 0.37% | 40 |
|
|
2019
Q1 | $546K | Buy |
16,806
+222
| +1% | +$7.2K | 0.37% | 40 |
|
|
2018
Q4 | $515K | Buy |
+16,584
| New | +$532K | 0.42% | 38 |
|
Other funds holding WMT
Private Wealth Advisors (California)'s WMT Position: Q2 2026 in Review
Private Wealth Advisors (California) reduced its Walmart Inc (WMT) stake by 0.15% in Q2 2026, selling an estimated $1.49K and leaving 8,121 shares worth $920K. The position accounts for 0.24% of the portfolio, ranked #59.
Private Wealth Advisors (California) first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Private Wealth Advisors (California) held 8,121 shares of Walmart Inc worth $920K as of Q2 2026.
- Private Wealth Advisors (California) sold 12 Walmart Inc shares in Q2 2026, an estimated $1.49K.
- Walmart Inc made up 0.24% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #59 holding.
- Private Wealth Advisors (California) first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- Private Wealth Advisors (California)'s Walmart Inc position peaked at $1.01M in Q1 2026.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.