Prelude Capital Management’s Walmart Inc WMT Stock Holding History

Prelude Capital Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,000	Closed	-$1.54M	–	1562
2024 Q4	$1.54M	Buy	+17,000	New	+$1.48M	0.1%	246
2022 Q1	–	Sell	-10,500	Closed	-$506K	–	2281
2021 Q4	$506K	Hold	10,500	–	–	0.01%	999
2021 Q3	$488K	Buy	+10,500	New	+$506K	0.01%	911
2020 Q1	–	Sell	-28,200	Closed	-$1.12M	–	2097
2019 Q4	$1.12M	Sell	28,200 -34,800	-55%	-$1.38M	0.04%	357
2019 Q3	$2.49M	Sell	63,000 -27,000	-30%	-$1.02M	0.11%	144
2019 Q2	$3.31M	Buy	90,000 +67,500	+300%	+$2.33M	0.16%	100
2019 Q1	$731K	Buy	+22,500	New	+$730K	0.04%	407

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prelude Capital Management's WMT Position: Q1 2026 in Review

Prelude Capital Management increased its Walmart Inc (WMT) stake by 14% in Q1 2026, buying an estimated $268K and bringing the position to 18,061 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #141.

Prelude Capital Management first reported a position in WMT in Q3 2013 and has held it in 32 quarters since. The position peaked at $3.41M in Q2 2021. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Prelude Capital Management held 18,061 shares of Walmart Inc worth $2.24M as of Q1 2026.
Prelude Capital Management bought 2,181 Walmart Inc shares in Q1 2026, an estimated $268K.
Walmart Inc made up 0.17% of Prelude Capital Management's portfolio in Q1 2026, its #141 holding.
Prelude Capital Management first reported a position in Walmart Inc in Q3 2013 and has held it in 32 quarters since.
Prelude Capital Management's Walmart Inc position peaked at $3.41M in Q2 2021.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.