Prosperitas Financial’s Walmart Inc WMT Stock Holding History

Prosperitas Financial’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	$436K	Sell	3,848 -31	-0.8%	-$3.85K	0.14%	60
2026 Q1	$482K	Hold	3,879	–	–	0.18%	52
2025 Q4	$432K	Buy	3,879 +50	+1%	+$5.37K	0.17%	50
2025 Q3	$395K	Hold	3,829	–	–	0.16%	45
2025 Q2	$374K	Sell	3,829 -21	-0.5%	-$2K	0.18%	42
2025 Q1	$338K	Sell	3,850 -1,460	-27%	-$137K	0.17%	43
2024 Q4	$480K	Sell	5,310 -55	-1%	-$4.77K	0.24%	43
2024 Q3	$433K	Buy	5,365 +24	+0.4%	+$1.76K	0.23%	45
2024 Q2	$362K	Buy	5,341 +23	+0.4%	+$1.45K	0.22%	49
2024 Q1	$320K	Sell	5,318 -2,911	-35%	-$167K	0.21%	49
2023 Q4	$432K	Sell	8,229 -2,115	-20%	-$112K	0.32%	48
2023 Q3	$551K	Buy	+10,344	New	+$550K	0.43%	48

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prosperitas Financial's WMT Position: Q2 2026 in Review

Prosperitas Financial reduced its Walmart Inc (WMT) stake by 0.8% in Q2 2026, selling an estimated $3.85K and leaving 3,848 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #60.

Prosperitas Financial first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $551K in Q3 2023. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Prosperitas Financial held 3,848 shares of Walmart Inc worth $436K as of Q2 2026.
Prosperitas Financial sold 31 Walmart Inc shares in Q2 2026, an estimated $3.85K.
Walmart Inc made up 0.14% of Prosperitas Financial's portfolio in Q2 2026, its #60 holding.
Prosperitas Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Prosperitas Financial's Walmart Inc position peaked at $551K in Q3 2023.
4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.