Pinnacle Wealth Management Advisory Group, LLC
Position in WMT — Walmart Inc.
CIK 1631864
RED BANK, NJ
Position in WMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,032,660
-$1,413,685 QoQ
Shares Held
132,727
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#724
of 4,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $22,062,324 across 4 Discount Stores names. WMT ranks #1 (68.1% of the industry book) .
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,032,660 | 132,727 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $16,446,345 | 132,333 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,586,577 | 130,927 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,863,330 | 124,814 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,284,492 | 125,634 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,121,851 | 126,687 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,641,597 | 128,850 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,544,577 | 130,583 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,957,152 | 132,287 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,018,795 | 133,269 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,079,273 | 44,905 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,234,593 | 45,236 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,054,076 | 44,879 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,805,554 | 46,155 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,318,866 | 44,565 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,885,781 | 45,380 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,375,420 | 44,213 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,317,633 | 42,423 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,943,431 | 41,077 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,907,275 | 13,684 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,887,413 | 13,384 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,688,639 | 12,432 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,882,310 | 13,058 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,847,093 | 13,202 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,568,759 | 13,097 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,332,420 | 11,727 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||