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Prospect Financial Services’s Walmart Inc WMT Stock Holding History

Prospect Financial Services’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 		$213K Hold
1,877
– – 0.11% 110
2026
Q1 		$233K Sell
1,877
-79
-4% -$9.7K 0.14% 90
2025
Q4 		$218K Buy
+1,956
New +$210K 0.13% 94
2025
Q2 		– Sell
-3,478
Closed -$305K – 120
2025
Q1 		$305K Buy
3,478
+452
+15% +$42.4K 0.17% 85
2024
Q4 		$273K Sell
3,026
-500
-14% -$43.4K 0.15% 91
2024
Q3 		$285K Buy
+3,526
New +$259K 0.18% 79

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 Services's WMT Position: Q2 2026 in Review

Prospect Financial Services held its Walmart Inc (WMT) position steady in Q2 2026 at 1,877 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #110.

Prospect Financial Services first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $305K in Q1 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prospect Financial Services held 1,877 shares of Walmart Inc worth $213K as of Q2 2026.
  • Prospect Financial Services left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.11% of Prospect Financial Services's portfolio in Q2 2026, its #110 holding.
  • Prospect Financial Services first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
  • Prospect Financial Services's Walmart Inc position peaked at $305K in Q1 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.