PWAC
WMT icon

Private Wealth Advisors (California)’s Walmart Inc WMT Stock Holding History

Private Wealth Advisors (California)’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 		$1.01M 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

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 Wealth Advisors (California)'s WMT Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its Walmart Inc (WMT) stake by 0.89% in Q1 2026, selling an estimated $8.96K and leaving 8,133 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #62.

Private Wealth Advisors (California) first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Private Wealth Advisors (California) held 8,133 shares of Walmart Inc worth $1.01M as of Q1 2026.
  • Private Wealth Advisors (California) sold 73 Walmart Inc shares in Q1 2026, an estimated $8.96K.
  • Walmart Inc made up 0.28% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #62 holding.
  • Private Wealth Advisors (California) first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.