Prime Capital Investment Advisors’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
Q1
$69.8M Sell
561,402
-10,095
-2% -$1.24M 0.81% 27
2025
Q4
$63.7M Sell
571,497
-15,734
-3% -$1.69M 0.78% 32
2025
Q3
$60.5M Buy
587,231
+7,335
+1% +$730K 0.76% 32
2025
Q2
$56.7M Sell
579,896
-129,497
-18% -$12.3M 0.75% 33
2025
Q1
$62.3M Buy
709,393
+149,324
+27% +$14M 0.73% 33
2024
Q4
$50.6M Buy
560,069
+1,895
+0.3% +$164K 0.74% 36
2024
Q3
$45.1M Buy
558,174
+42,225
+8% +$3.1M 0.64% 40
2024
Q2
$34.9M Sell
515,949
-69,223
-12% -$4.36M 0.52% 45
2024
Q1
$35.2M Sell
585,172
-80,594
-12% -$4.61M 0.49% 46
2023
Q4
$35M Buy
665,766
+132,324
+25% +$7M 0.53% 40
2023
Q3
$28.4M Buy
533,442
+104,769
+24% +$5.58M 0.58% 40
2023
Q2
$22.5M Sell
428,673
-15,900
-4% -$802K 0.44% 53
2023
Q1
$21.9M Sell
444,573
-42,060
-9% -$2M 0.9% 22
2022
Q4
$23M Buy
486,633
+79,098
+19% +$3.76M 0.87% 28
2022
Q3
$17.6M Buy
407,535
+67,206
+20% +$2.94M 1.01% 18
2022
Q2
$13.8M Buy
340,329
+46,251
+16% +$2.13M 0.82% 20
2022
Q1
$14.2M Sell
294,078
-177
-0.1% -$8.31K 0.79% 18
2021
Q4
$14.2M Buy
294,255
+207,141
+238% +$9.89M 0.76% 21
2021
Q3
$4.05M Sell
87,114
-37,047
-30% -$1.78M 0.25% 78
2021
Q2
$5.84M Buy
124,161
+61,002
+97% +$2.84M 0.34% 56
2021
Q1
$1.92M Sell
63,159
-27,114
-30% -$1.26M 0.14% 125
2020
Q4
$3.34M Sell
90,273
-49,857
-36% -$2.42M 0.26% 80
2020
Q3
$5.56M Buy
140,130
+5,277
+4% +$235K 0.47% 28
2020
Q2
$4.55M Buy
134,853
+14,985
+13% +$616K 0.43% 49
2020
Q1
$3.75M Buy
119,868
+1,827
+2% +$70.3K 0.44% 43
2019
Q4
$3.85M Buy
118,041
+67,647
+134% +$2.69M 0.44% 46
2019
Q3
$1.17M Buy
50,394
+25,128
+99% +$948K 0.18% 117
2019
Q2
$931K Buy
25,266
+7,065
+39% +$243K 0.17% 119
2019
Q1
$592K Buy
18,201
+14,703
+420% +$477K 0.17% 90
2018
Q4
$109K Sell
3,498
-702
-17% -$22.5K 0.04% 134
2018
Q3
$131K Sell
4,200
-4,671
-53% -$143K 0.04% 142
2018
Q2
$253K Buy
8,871
+4,671
+111% +$133K 0.11% 118
2018
Q1
$125K Hold
4,200
0.09% 121
2017
Q4
$138K Buy
+4,200
New +$129K 0.11% 115

Other funds holding WMT

Prime Capital Investment Advisors's WMT Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q1 2026, selling an estimated $1.24M and leaving 561,402 shares worth $69.8M. The position accounts for 0.81% of the portfolio, ranked #27.

Prime Capital Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prime Capital Investment Advisors held 561,402 shares of Walmart Inc worth $69.8M as of Q1 2026.
  • Prime Capital Investment Advisors sold 10,095 Walmart Inc shares in Q1 2026, an estimated $1.24M.
  • Walmart Inc made up 0.81% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Prime Capital Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.