SEC 13F Intelligence

Pin Oak Investment Advisors Inc / WMT

Pin Oak Investment Advisors Inc’s Walmart Inc Position

Does Pin Oak Investment Advisors Inc own Walmart Inc (WMT)? Yes16.2K shares worth $2M (+1.42% of its 13F portfolio) as of Q1 2026, down from 16.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
16.2K
% of Portfolio
+1.42%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $969,000Q2 ’20: $961,000Q3 ’20: $923,000Q4 ’20: $985,000Q4 ’20Q1 ’21: $918,000Q2 ’21: $989,000Q3 ’21: $978,000Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $818,000Q3 ’22: $860,000Q4 ’22: $950,000Q4 ’22Q1 ’23: $939,000Q2 ’23: $953,000Q3 ’23: $970,000Q4 ’23: $975,000Q4 ’23Q1 ’24: $1MQ2 ’24: $1MQ3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.2K$2M+1.42%
Q4 202516.3K$2M+1.50%
Q3 202516.2K$2M+1.19%
Q2 202516.5K$1M+1.23%
Q1 202516.6K$1M+1.13%
Q4 202415.9K$1M+1.17%
Q3 202415.9K$1M+1.17%
Q2 202418.3K$1M+1.18%
Q1 202417.8K$1M+1.03%
Q4 20236.2K$975,000+0.99%
Q3 20236.1K$970,000+1.09%
Q2 20236.1K$953,000+1.06%
Q1 20236.4K$939,000+1.16%
Q4 20226.7K$950,000+1.17%
Q3 20226.6K$860,000+1.08%
Q2 20226.7K$818,000+1.00%
Q1 20227.0K$1M+1.11%
Q4 20217.1K$1M+1.04%
Q3 20217.0K$978,000+1.08%
Q2 20217.0K$989,000+1.01%
Q1 20216.8K$918,000+0.78%
Q4 20206.8K$985,000+0.81%
Q3 20206.6K$923,000+0.89%
Q2 20208.0K$961,000+0.89%
Q1 20208.5K$969,000+1.02%
Q4 20199.0K$1M+0.86%
Q3 20199.7K$1M+0.95%
Q2 201910.8K$1M+0.93%
Q1 201911.0K$1M+0.86%
Q4 201811.5K$1M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pin Oak Investment Advisors Inc’s full portfolio or all institutional holders of WMT.