Prism Planning Partners
WMT icon

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
Q3 		$202K Buy
+1,942
New +$213K 0.19% 35
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Prism Planning Partners's WMT Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Walmart Inc (WMT) in Q3 2026: 1,942 shares worth $202K. The stake represents 0.19% of the portfolio and ranks #35 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in WMT as recently as Q1 2026.

Prism Planning Partners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Prism Planning Partners held 1,942 shares of Walmart Inc worth $202K as of Q3 2026.
  • Walmart Inc was a new Prism Planning Partners position in Q3 2026.
  • Walmart Inc made up 0.19% of Prism Planning Partners's portfolio in Q3 2026, its #35 holding.
  • Prism Planning Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Walmart Inc position peaked at $396K in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.