Prepared Retirement Institute’s Walmart Inc WMT Stock Holding History

Prepared Retirement Institute’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
2026 Q1	$288K	Sell	2,319 -1,200	-34%	-$147K	0.14%	68
2025 Q4	$392K	Buy	3,519 +370	+12%	+$39.7K	0.2%	59
2025 Q3	$325K	Buy	3,149 +141	+5%	+$14K	0.17%	62
2025 Q2	$294K	Buy	3,008 +85	+3%	+$8.1K	0.17%	65
2025 Q1	$257K	Sell	2,923 -980	-25%	-$91.9K	0.16%	75
2024 Q4	$353K	Hold	3,903	–	–	0.2%	51
2024 Q3	$315K	Hold	3,903	–	–	0.19%	55
2024 Q2	$264K	Hold	3,903	–	–	0.18%	66
2024 Q1	$235K	Hold	3,903	–	–	0.18%	59
2023 Q4	$205K	Buy	+3,903	New	+$207K	0.15%	72

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

Prepared Retirement Institute's WMT Position: Q1 2026 in Review

Prepared Retirement Institute reduced its Walmart Inc (WMT) stake by 34% in Q1 2026, selling an estimated $147K and leaving 2,319 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #68.

Prepared Retirement Institute first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Prepared Retirement Institute held 2,319 shares of Walmart Inc worth $288K as of Q1 2026.
Prepared Retirement Institute sold 1,200 Walmart Inc shares in Q1 2026, an estimated $147K.
Walmart Inc made up 0.14% of Prepared Retirement Institute's portfolio in Q1 2026, its #68 holding.
Prepared Retirement Institute first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's Walmart Inc position peaked at $392K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.