Prospera Capital Management
WMT icon

Prospera Capital Management’s Walmart Inc WMT Stock Holding History

Prospera Capital Management’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 		$327K Buy
3,148
+312
+11% +$34.3K 0.08% 51
2026
Q2 		$315K Hold
2,836
– – 0.1% 45
2026
Q1 		$352K Buy
2,836
+1
+0% +$123 0.18% 33
2025
Q4 		$316K Hold
2,835
– – 0.16% 32
2025
Q3 		$292K Buy
2,835
+2
+0.1% +$199 0.14% 37
2025
Q2 		$277K Buy
2,833
+96
+4% +$9.15K 0.15% 35
2025
Q1 		$241K Buy
+2,737
New +$257K 0.16% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Prospera Capital Management's WMT Position: Q3 2026 in Review

Prospera Capital Management increased its Walmart Inc (WMT) stake by 11% in Q3 2026, buying an estimated $34.3K and bringing the position to 3,148 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #51.

Prospera Capital Management first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $352K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Prospera Capital Management held 3,148 shares of Walmart Inc worth $327K as of Q3 2026.
  • Prospera Capital Management bought 312 Walmart Inc shares in Q3 2026, an estimated $34.3K.
  • Walmart Inc made up 0.08% of Prospera Capital Management's portfolio in Q3 2026, its #51 holding.
  • Prospera Capital Management first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • Prospera Capital Management's Walmart Inc position peaked at $352K in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.