A detailed history of Peak Financial Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Peak Financial Advisors LLC holds 22,434 shares of WMT stock, worth $2.31 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
22,434
Previous 31,920 29.72%
Holding current value
$2.31 Million
Previous $3.29 Million 29.8%
% of portfolio
1.51%
Previous 2.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
$101.18 - $109.03 $959,793 - $1.03 Million
-9,486 Reduced 29.72%
22,434 $2.31 Million
Q3 2025

Oct 08, 2025

BUY
$94.4 - $104.27 $139,995 - $154,632
1,483 Added 4.87%
31,920 $3.29 Million
Q2 2025

Jul 07, 2025

BUY
$81.79 - $99.98 $2.49 Million - $3.04 Million
30,437 New
30,437 $2.98 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $279B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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