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Prospera Financial Services’s Walmart Inc WMT Stock Holding History

Prospera 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 		$49.6M Buy
437,836
+6,657
+2% +$826K 0.72% 21
2026
Q1 		$53.6M Sell
431,179
-4,886
-1% -$600K 0.86% 17
2025
Q4 		$48.6M Sell
436,065
-2,601
-0.6% -$279K 0.8% 21
2025
Q3 		$45.2M Sell
438,666
-11,640
-3% -$1.16M 0.77% 21
2025
Q2 		$44M Buy
450,306
+111,531
+33% +$10.6M 0.82% 16
2025
Q1 		$29.7M Sell
338,775
-9,891
-3% -$928K 0.68% 25
2024
Q4 		$31.5M Buy
348,666
+44,791
+15% +$3.89M 0.73% 21
2024
Q3 		$24.5M Buy
303,875
+7,977
+3% +$586K 0.63% 27
2024
Q2 		$20M Buy
295,898
+1,934
+0.7% +$122K 0.56% 32
2024
Q1 		$17.7M Buy
293,964
+10,677
+4% +$611K 0.53% 32
2023
Q4 		$14.9M Buy
283,287
+8,835
+3% +$467K 0.49% 37
2023
Q3 		$14.6M Sell
274,452
-6,339
-2% -$337K 0.57% 33
2023
Q2 		$14.7M Buy
280,791
+20,538
+8% +$1.04M 0.56% 31
2023
Q1 		$12.8M Buy
260,253
+77,376
+42% +$3.67M 0.53% 27
2022
Q4 		$8.64M Sell
182,877
-73,044
-29% -$3.47M 0.43% 48
2022
Q3 		$11.1M Buy
255,921
+3,210
+1% +$141K 0.58% 25
2022
Q2 		$10.2M Buy
252,711
+42,981
+20% +$1.98M 0.52% 28
2022
Q1 		$10.4M Buy
209,730
+6,708
+3% +$315K 0.44% 28
2021
Q4 		$9.79M Buy
203,022
+21,177
+12% +$1.01M 0.42% 35
2021
Q3 		$8.45M Sell
181,845
-14,778
-8% -$712K 0.42% 35
2021
Q2 		$9.24M Buy
196,623
+8,817
+5% +$411K 0.46% 27
2021
Q1 		$8.51M Buy
187,806
+696
+0.4% +$32.2K 0.5% 25
2020
Q4 		$8.99M Buy
187,110
+141,126
+307% +$6.85M 0.62% 17
2020
Q3 		$2.14M Sell
45,984
-165,972
-78% -$7.38M 0.82% 21
2020
Q2 		$8.36M Buy
211,956
+15,996
+8% +$658K 0.74% 14
2020
Q1 		$7.42M Buy
195,960
+2,856
+1% +$110K 0.79% 15
2019
Q4 		$7.65M Buy
193,104
+82,941
+75% +$3.29M 0.59% 19
2019
Q3 		$4.36M Buy
110,163
+309
+0.3% +$11.7K 0.45% 32
2019
Q2 		$4.05M Buy
+109,854
New +$3.79M 0.46% 29
2019
Q1 		– Sell
-95,577
Closed -$2.97M – 450
2018
Q4 		$2.97M Buy
95,577
+6,624
+7% +$212K 0.6% 23
2018
Q3 		$2.69M Sell
88,953
-11,976
-12% -$366K 0.5% 34
2018
Q2 		$2.87M Buy
100,929
+1,557
+2% +$44.3K 0.39% 45
2018
Q1 		$2.94M Buy
99,372
+10,614
+12% +$341K 0.41% 47
2017
Q4 		$2.93M Sell
88,758
-3,039
-3% -$93K 0.45% 40
2017
Q3 		$2.4M Buy
91,797
+3,552
+4% +$93.2K 0.36% 56
2017
Q2 		$2.23M Buy
88,245
+3,480
+4% +$88.3K 0.36% 59
2017
Q1 		$2.04M Buy
84,765
+13,575
+19% +$312K 0.37% 56
2016
Q4 		$1.64M Buy
71,190
+24,414
+52% +$570K 0.32% 58
2016
Q3 		$1.13M Buy
46,776
+9,975
+27% +$242K 0.23% 87
2016
Q2 		$896K Sell
36,801
-9,072
-20% -$210K 0.19% 104
2016
Q1 		$1.04M Buy
45,873
+1,821
+4% +$39.9K 0.23% 78
2015
Q4 		$900K Buy
44,052
+33,222
+307% +$667K 0.2% 78
2015
Q3 		$215K Sell
10,830
-1,206
-10% -$27.7K 0.05% 247
2015
Q2 		$263K Sell
12,036
-1,659
-12% -$42.3K 0.06% 223
2015
Q1 		$351K Sell
13,695
-882
-6% -$25K 0.08% 188
2014
Q4 		$417K Hold
14,577
– – 0.1% 155
2014
Q3 		$326K Sell
14,577
-63
-0.4% -$1.59K 0.09% 188
2014
Q2 		$366K Sell
14,640
-1,302
-8% -$33.4K 0.1% 164
2014
Q1 		$360K Sell
15,942
-147
-0.9% -$3.69K 0.11% 138
2013
Q4 		$422K Buy
16,089
+2,388
+17% +$61.7K 0.14% 119
2013
Q3 		$336K Sell
13,701
-2,439
-15% -$61.5K 0.13% 141
2013
Q2 		$401K Buy
+16,140
New +$414K 0.19% 120

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services's WMT Position: Q2 2026 in Review

Prospera Financial Services increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $826K and bringing the position to 437,836 shares worth $49.6M. The position accounts for 0.72% of the portfolio, ranked #21.

Prospera Financial Services first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.6M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prospera Financial Services held 437,836 shares of Walmart Inc worth $49.6M as of Q2 2026.
  • Prospera Financial Services bought 6,657 Walmart Inc shares in Q2 2026, an estimated $826K.
  • Walmart Inc made up 0.72% of Prospera Financial Services's portfolio in Q2 2026, its #21 holding.
  • Prospera Financial Services first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Walmart Inc position peaked at $53.6M in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.