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Prime Capital Investment Advisors’s Walmart Inc WMT Stock Holding History

Prime Capital Investment 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
2025
Q3 		– Sell
-100
Closed -$387 – 1070
2025
Q2 		$387 Buy
+100
New +$9.53K ﹤0.01% 948
2023
Q2 		– Sell
-900
Closed -$4.46K – 787
2023
Q1 		$4.46K Buy
+900
New +$42.7K ﹤0.01% 554

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Prime Capital Investment Advisors's WMT Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Walmart Inc (WMT) stake by 0.21% in Q2 2026, buying an estimated $145K and bringing the position to 562,568 shares worth $63.7M. The position accounts for 0.62% of the portfolio, ranked #38.

Prime Capital Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $69.8M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prime Capital Investment Advisors held 562,568 shares of Walmart Inc worth $63.7M as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,166 Walmart Inc shares in Q2 2026, an estimated $145K.
  • Walmart Inc made up 0.62% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Prime Capital Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
  • Prime Capital Investment Advisors's Walmart Inc position peaked at $69.8M in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.