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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prospect Financial Services's WMT Position: Q1 2026 in Review

Prospect Financial Services reduced its Walmart Inc (WMT) stake by 4% in Q1 2026, selling an estimated $9.7K and leaving 1,877 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #90.

Prospect Financial Services first reported a position in WMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $305K in Q1 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prospect Financial Services held 1,877 shares of Walmart Inc worth $233K as of Q1 2026.
  • Prospect Financial Services sold 79 Walmart Inc shares in Q1 2026, an estimated $9.7K.
  • Walmart Inc made up 0.14% of Prospect Financial Services's portfolio in Q1 2026, its #90 holding.
  • Prospect Financial Services first reported a position in Walmart Inc in Q3 2024 and has held it in 5 quarters since.
  • Prospect Financial Services's Walmart Inc position peaked at $305K in Q1 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.