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 Q2	$263K	Buy	2,320 +1	+0%	+$124	0.11%	81
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prepared Retirement Institute's WMT Position: Q2 2026 in Review

Prepared Retirement Institute increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $124 and bringing the position to 2,320 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #81.

Prepared Retirement Institute first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Prepared Retirement Institute held 2,320 shares of Walmart Inc worth $263K as of Q2 2026.
Prepared Retirement Institute bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #81 holding.
Prepared Retirement Institute first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Walmart Inc position peaked at $392K in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.