TPWA
WMT icon

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
Q2 		$699K Buy
6,170
+1,103
+22% +$137K 0.16% 101
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 $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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's WMT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $137K and bringing the position to 6,170 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #101.

Twin Peaks Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Twin Peaks Wealth Advisors held 6,170 shares of Walmart Inc worth $699K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 1,103 Walmart Inc shares in Q2 2026, an estimated $137K.
  • Walmart Inc made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Twin Peaks Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.