Prestige Wealth Management Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.61M | Buy |
31,883
+4,661
| +17% | +$579K | 0.66% | 36 |
|
|
2026
Q1 | $3.39M | Sell |
27,222
-363
| -1% | -$44.6K | 0.67% | 32 |
|
|
2025
Q4 | $3.07M | Buy |
27,585
+657
| +2% | +$70.5K | 0.59% | 36 |
|
|
2025
Q3 | $2.78M | Sell |
26,928
-31
| -0.1% | -$3.09K | 0.54% | 36 |
|
|
2025
Q2 | $2.64M | Sell |
26,959
-1,147
| -4% | -$109K | 0.54% | 36 |
|
|
2025
Q1 | $2.47M | Buy |
28,106
+561
| +2% | +$52.6K | 0.53% | 33 |
|
|
2024
Q4 | $2.49M | Buy |
27,545
+744
| +3% | +$64.6K | 0.52% | 37 |
|
|
2024
Q3 | $2.16M | Buy |
26,801
+199
| +0.7% | +$14.6K | 0.45% | 40 |
|
|
2024
Q2 | $1.8M | Sell |
26,602
-1,489
| -5% | -$93.8K | 0.39% | 45 |
|
|
2024
Q1 | $1.7M | Buy |
28,091
+401
| +1% | +$22.9K | 0.37% | 43 |
|
|
2023
Q4 | $1.46M | Buy |
27,690
+1,497
| +6% | +$79.2K | 0.33% | 44 |
|
|
2023
Q3 | $1.4M | Buy |
26,193
+6,015
| +30% | +$320K | 0.34% | 46 |
|
|
2023
Q2 | $1.06M | Sell |
20,178
-13,674
| -40% | -$690K | 0.25% | 50 |
|
|
2023
Q1 | $1.67M | Buy |
33,852
+11,448
| +51% | +$543K | 0.42% | 41 |
|
|
2022
Q4 | $1.06M | Sell |
22,404
-10,929
| -33% | -$519K | 0.28% | 51 |
|
|
2022
Q3 | $1.44M | Buy |
33,333
+3,330
| +11% | +$146K | 0.41% | 43 |
|
|
2022
Q2 | $1.22M | Sell |
30,003
-1,173
| -4% | -$54.1K | 0.33% | 46 |
|
|
2022
Q1 | $1.55M | Buy |
31,176
+9,090
| +41% | +$427K | 0.38% | 41 |
|
|
2021
Q4 | $1.06M | Buy |
22,086
+528
| +2% | +$25.2K | 0.25% | 46 |
|
|
2021
Q3 | $1M | Buy |
21,558
+6,087
| +39% | +$293K | 0.26% | 47 |
|
|
2021
Q2 | $728K | Sell |
15,471
-18,459
| -54% | -$860K | 0.19% | 51 |
|
|
2021
Q1 | $1.54M | Buy |
33,930
+1,920
| +6% | +$88.9K | 0.42% | 34 |
|
|
2020
Q4 | $1.54M | Buy |
32,010
+4,464
| +16% | +$217K | 0.42% | 34 |
|
|
2020
Q3 | $1.28M | Buy |
27,546
+3,576
| +15% | +$159K | 0.39% | 34 |
|
|
2020
Q2 | $957K | Buy |
23,970
+6,621
| +38% | +$272K | 0.34% | 31 |
|
|
2020
Q1 | $658K | Sell |
17,349
-9,063
| -34% | -$349K | 0.28% | 40 |
|
|
2019
Q4 | $1.05M | Sell |
26,412
-198
| -0.7% | -$7.86K | 0.57% | 31 |
|
|
2019
Q3 | $1.05M | Buy |
26,610
+4,170
| +19% | +$157K | 0.62% | 27 |
|
|
2019
Q2 | $826K | Buy |
22,440
+4,647
| +26% | +$160K | 0.5% | 32 |
|
|
2019
Q1 | $579K | Buy |
17,793
+12,432
| +232% | +$403K | 0.36% | 50 |
|
|
2018
Q4 | $166K | Buy |
+5,361
| New | +$172K | 0.12% | 115 |
|
Other funds holding WMT
Prestige Wealth Management Group's WMT Position: Q2 2026 in Review
Prestige Wealth Management Group increased its Walmart Inc (WMT) stake by 17% in Q2 2026, buying an estimated $579K and bringing the position to 31,883 shares worth $3.61M. The position accounts for 0.66% of the portfolio, ranked #36.
Prestige Wealth Management Group first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Prestige Wealth Management Group held 31,883 shares of Walmart Inc worth $3.61M as of Q2 2026.
- Prestige Wealth Management Group bought 4,661 Walmart Inc shares in Q2 2026, an estimated $579K.
- Walmart Inc made up 0.66% of Prestige Wealth Management Group's portfolio in Q2 2026, its #36 holding.
- Prestige Wealth Management Group first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.