Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 483,782
Value: $54.8M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	483,782	$54.8M	0.6%	−330−0.1%	Reduced	Holders
Q1 2026	484,112	$60.2M	0.8%	−2,920−0.6%	Reduced	Holders
Q4 2025	487,032	$54.3M	0.7%	−1,036−0.2%	Reduced	Holders
Q3 2025	488,068	$50.3M	0.7%	−2,871−0.6%	Reduced	Holders
Q2 2025	490,939	$48.0M	0.7%	+128,121+35.3%	Added	Holders
Q1 2025	362,818	$31.9M	0.5%	−2,681−0.7%	Reduced	Holders
Q4 2024	365,499	$33.0M	0.4%	+237,035+184.5%	Added	Holders
Q3 2024	128,464	$20.3M	0.3%	−242,185−65.3%	Reduced	Holders
Q2 2024	370,649	$25.1M	0.4%	−10,079−2.6%	Reduced	Holders
Q1 2024	380,728	$22.9M	0.4%	−4,664−1.2%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	128,464	$20.3M	0.3%	+3,470+2.8%	Added	Holders
Q3 2023	124,994	$20.0M	0.4%	+1,119+0.9%	Added	Holders
Q2 2023	123,875	$19.5M	0.3%	−209−0.2%	Reduced	Holders
Q1 2023	124,084	$18.3M	0.4%	+1,892+1.5%	Added	Holders
Q4 2022	122,192	$17.3M	0.4%	−2,065−1.7%	Reduced	Holders
Q3 2022	124,257	$16.1M	0.4%	+1,301+1.1%	Added	Holders
Q2 2022	122,956	$14.9M	0.3%	+3,753+3.1%	Added	Holders
Q1 2022	119,203	$17.8M	0.3%	+2,270+1.9%	Added	Holders
Q4 2021	116,933	$16.9M	0.3%	+29,227+33.3%	Added	Holders
Q3 2021	87,706	$12.2M	0.2%	−86−0.1%	Reduced	Holders
Q2 2021	87,792	$12.4M	0.2%	+1,437+1.7%	Added	Holders
Q1 2021	86,355	$11.7M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.