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Prosperity Consulting Group’s Walmart Inc WMT Stock Holding History

Prosperity Consulting Group’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 		$8.51M Buy
68,471
+347
+0.5% +$42.6K 0.38% 49
2025
Q4 		$7.59M Sell
68,124
-980
-1% -$105K 0.34% 51
2025
Q3 		$7.12M Buy
69,104
+25,518
+59% +$2.54M 0.35% 55
2025
Q2 		$4.26M Sell
43,586
-555
-1% -$52.9K 0.31% 75
2025
Q1 		$3.88M Sell
44,141
-1,644
-4% -$154K 0.3% 82
2024
Q4 		$4.14M Buy
45,785
+909
+2% +$78.9K 0.31% 75
2024
Q3 		$3.62M Buy
44,876
+13,921
+45% +$1.02M 0.28% 84
2024
Q2 		$2.1M Buy
30,955
+697
+2% +$43.9K 0.28% 96
2024
Q1 		$1.82M Buy
30,258
+7,668
+34% +$439K 0.23% 105
2023
Q4 		$1.19M Sell
22,590
-492
-2% -$26K 0.4% 58
2023
Q3 		$1.23M Buy
23,082
+16,272
+239% +$866K 0.57% 43
2023
Q2 		$357K Sell
6,810
-105
-2% -$5.3K 0.22% 79
2023
Q1 		$340K Sell
6,915
-1,095
-14% -$52K 0.21% 80
2022
Q4 		$379K Buy
8,010
+429
+6% +$20.4K 0.25% 72
2022
Q3 		$328K Buy
7,581
+447
+6% +$19.6K 0.27% 70
2022
Q2 		$289K Buy
7,134
+24
+0.3% +$1.11K 0.25% 68
2022
Q1 		$353K Buy
7,110
+1,575
+28% +$73.9K 0.26% 71
2021
Q4 		$260K Buy
+5,535
New +$264K 0.2% 88

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

Prosperity Consulting Group's WMT Position: Q1 2026 in Review

Prosperity Consulting Group increased its Walmart Inc (WMT) stake by 0.51% in Q1 2026, buying an estimated $42.6K and bringing the position to 68,471 shares worth $8.51M. The position accounts for 0.38% of the portfolio, ranked #49.

Prosperity Consulting Group first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prosperity Consulting Group held 68,471 shares of Walmart Inc worth $8.51M as of Q1 2026.
  • Prosperity Consulting Group bought 347 Walmart Inc shares in Q1 2026, an estimated $42.6K.
  • Walmart Inc made up 0.38% of Prosperity Consulting Group's portfolio in Q1 2026, its #49 holding.
  • Prosperity Consulting Group first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.