PWMG
WMT icon

Private Wealth Management Group’s Walmart Inc WMT Stock Holding History

Private Wealth Management 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 		$252K Buy
2,225
+1,145
+106% +$142K 0.06% 95
2026
Q1 		$134K Buy
1,080
+45
+4% +$5.53K 0.04% 113
2025
Q4 		$115K Sell
1,035
-7
-0.7% -$752 0.03% 115
2025
Q3 		$107K Buy
1,042
+21
+2% +$2.09K 0.03% 119
2025
Q2 		$99.8K Buy
1,021
+144
+16% +$13.7K 0.03% 119
2025
Q1 		$77K Sell
877
-132
-13% -$12.4K 0.03% 133
2024
Q4 		$91.2K Buy
1,009
+157
+18% +$13.6K 0.03% 117
2024
Q3 		$68.8K Hold
852
– – 0.03% 136
2024
Q2 		$57.7K Buy
852
+3
+0.4% +$189 0.03% 148
2024
Q1 		$51.1K Sell
849
-96
-10% -$5.49K 0.02% 153
2023
Q4 		$49.7K Buy
+945
New +$50K 0.02% 155

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Private Wealth Management Group's WMT Position: Q2 2026 in Review

Private Wealth Management Group increased its Walmart Inc (WMT) stake by 106% in Q2 2026, buying an estimated $142K and bringing the position to 2,225 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #95.

Private Wealth Management Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Private Wealth Management Group held 2,225 shares of Walmart Inc worth $252K as of Q2 2026.
  • Private Wealth Management Group bought 1,145 Walmart Inc shares in Q2 2026, an estimated $142K.
  • Walmart Inc made up 0.06% of Private Wealth Management Group's portfolio in Q2 2026, its #95 holding.
  • Private Wealth Management Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.