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Prestige Wealth Management Group’s Walmart Inc WMT Stock Holding History

Prestige Wealth Management Group’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's WMT Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $44.6K and leaving 27,222 shares worth $3.39M. The position accounts for 0.67% of the portfolio, ranked #32.

Prestige Wealth Management Group first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prestige Wealth Management Group held 27,222 shares of Walmart Inc worth $3.39M as of Q1 2026.
  • Prestige Wealth Management Group sold 363 Walmart Inc shares in Q1 2026, an estimated $44.6K.
  • Walmart Inc made up 0.67% of Prestige Wealth Management Group's portfolio in Q1 2026, its #32 holding.
  • Prestige Wealth Management Group first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.