Prism Planning Partners’s Walmart Inc WMT Stock Holding History

Prism Planning Partners’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	–	Sell	-1,743	Closed	-$217K	–	45
2026 Q1	$217K	Sell	1,743 -1,813	-51%	-$223K	0.26%	32
2025 Q4	$396K	Buy	+3,556	New	+$382K	0.44%	28

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prism Planning Partners's WMT Position: Q2 2026 in Review

Prism Planning Partners sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,743 shares — an estimated $217K sold.

Prism Planning Partners first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $396K in Q4 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Prism Planning Partners reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Prism Planning Partners sold 1,743 Walmart Inc shares in Q2 2026, an estimated $217K.
Prism Planning Partners first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
Prism Planning Partners's Walmart Inc position peaked at $396K in Q4 2025.
4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.