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Livermore
Livermore
ZHEN

Pinnacle Wealth Management Advisory Group, LLC

SEC CIK
0001631864
Latest filing
Aug 5, 2026

WMT holding history

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

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
132,727
Value
$15.0M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of WMT by Pinnacle Wealth Management Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026132,727$15.0M0.9%+394+0.3%AddedHolders
Q1 2026132,333$16.4M1.1%+1,406+1.1%AddedHolders
Q4 2025130,927$14.6M1.0%+6,113+4.9%AddedHolders
Q3 2025124,814$12.9M1.0%−820−0.7%ReducedHolders
Q2 2025125,634$12.3M1.0%−1,053−0.8%ReducedHolders
Q1 2025126,687$11.1M1.0%−2,163−1.7%ReducedHolders
Q4 2024128,850$11.6M1.1%−1,733−1.3%ReducedHolders
Q3 2024130,583$10.5M1.0%−1,704−1.3%ReducedHolders
Q2 2024132,287$8.96M0.9%−982−0.7%ReducedHolders
Q1 2024133,269$8.02M0.9%−1,446−1.1%ReducedConverted for a 3-for-1 splitHolders
Q4 202344,905$7.08M0.8%−331−0.7%ReducedHolders
Q3 202345,236$7.23M0.9%+357+0.8%AddedHolders
Q2 202344,879$7.05M0.9%−1,276−2.8%ReducedHolders
Q1 202346,155$6.81M0.9%+1,590+3.6%AddedHolders
Q4 202244,565$6.32M0.9%−815−1.8%ReducedHolders
Q3 202245,380$5.89M1.0%+1,167+2.6%AddedHolders
Q2 202244,213$5.38M0.9%+1,790+4.2%AddedHolders
Q1 202242,423$6.32M0.9%+1,346+3.3%AddedHolders
Q4 202141,077$5.94M1.0%+27,393+200.2%AddedHolders
Q3 202113,684$1.91M0.4%+300+2.2%AddedHolders
Q2 202113,384$1.89M0.4%+952+7.7%AddedHolders
Q1 202112,432$1.69M0.5%––Holders

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