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Twin Peaks Wealth Advisors’s Walmart Inc WMT Stock Holding History

Twin Peaks Wealth Advisors’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 		$630K Buy
5,067
+179
+4% +$22K 0.16% 93
2025
Q4 		$631K Buy
4,888
+870
+22% +$93.4K 0.18% 88
2025
Q3 		$414K Buy
4,018
+24
+0.6% +$2.39K 0.14% 109
2025
Q2 		$414K Buy
3,994
+599
+18% +$57.1K 0.13% 105
2025
Q1 		$319K Buy
3,395
+2
+0.1% +$188 0.15% 108
2024
Q4 		$307K Buy
3,393
+330
+11% +$28.6K 0.13% 110
2024
Q3 		$247K Buy
+3,063
New +$225K 0.11% 110

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

Twin Peaks Wealth Advisors's WMT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Walmart Inc (WMT) stake by 3.7% in Q1 2026, buying an estimated $22K and bringing the position to 5,067 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #93.

Twin Peaks Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $631K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5,067 shares of Walmart Inc worth $630K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 179 Walmart Inc shares in Q1 2026, an estimated $22K.
  • Walmart Inc made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Twin Peaks Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Twin Peaks Wealth Advisors's Walmart Inc position peaked at $631K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.