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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's WMT Position: Q1 2026 in Review

Prosperitas Financial held its Walmart Inc (WMT) position steady in Q1 2026 at 3,879 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #52.

Prosperitas Financial first reported a position in WMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $551K in Q3 2023. 4,440 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prosperitas Financial held 3,879 shares of Walmart Inc worth $482K as of Q1 2026.
  • Prosperitas Financial left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.18% of Prosperitas Financial's portfolio in Q1 2026, its #52 holding.
  • Prosperitas Financial first reported a position in Walmart Inc in Q3 2023 and has held it in 11 quarters since.
  • Prosperitas Financial's Walmart Inc position peaked at $551K in Q3 2023.
  • 4,440 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.