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Prospect Financial Group’s Walmart Inc WMT Stock Holding History

Prospect Financial Group’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 		$262K Buy
2,309
+73
+3% +$9.06K 0.21% 59
2026
Q1 		$278K Buy
2,236
+18
+0.8% +$2.21K 0.26% 47
2025
Q4 		$247K Hold
2,218
– – 0.23% 51
2025
Q3 		$229K Hold
2,218
– – 0.22% 55
2025
Q2 		$217K Buy
+2,218
New +$211K 0.23% 56

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prospect Financial Group's WMT Position: Q2 2026 in Review

Prospect Financial Group increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $9.06K and bringing the position to 2,309 shares worth $262K. The position accounts for 0.21% of the portfolio, ranked #59.

Prospect Financial Group first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prospect Financial Group held 2,309 shares of Walmart Inc worth $262K as of Q2 2026.
  • Prospect Financial Group bought 73 Walmart Inc shares in Q2 2026, an estimated $9.06K.
  • Walmart Inc made up 0.21% of Prospect Financial Group's portfolio in Q2 2026, its #59 holding.
  • Prospect Financial Group first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Prospect Financial Group's Walmart Inc position peaked at $278K in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.