Prevail Innovative Wealth Advisors’s Walmart Inc WMT Stock Holding History

Prevail Innovative Wealth Advisors’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	$3.9M	Buy	34,410 +30,296	+736%	+$3.76M	0.58%	63
2026 Q1	$511K	Sell	4,114 -280	-6%	-$34.4K	0.09%	137
2025 Q4	$490K	Buy	4,394 +60	+1%	+$6.44K	0.09%	158
2025 Q3	$447K	Buy	4,334 +650	+18%	+$64.7K	0.09%	168
2025 Q2	$360K	Sell	3,684 -163	-4%	-$15.5K	0.08%	172
2025 Q1	$338K	Buy	3,847 +440	+13%	+$41.3K	0.09%	153
2024 Q4	$308K	Buy	+3,407	New	+$296K	0.09%	139

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's WMT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Walmart Inc (WMT) stake by 736% in Q2 2026, buying an estimated $3.76M and bringing the position to 34,410 shares worth $3.9M. The position accounts for 0.58% of the portfolio, ranked #63.

Prevail Innovative Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Prevail Innovative Wealth Advisors held 34,410 shares of Walmart Inc worth $3.9M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 30,296 Walmart Inc shares in Q2 2026, an estimated $3.76M.
Walmart Inc made up 0.58% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Prevail Innovative Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.