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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
Q2 		$8M Buy
70,636
+2,165
+3% +$269K 0.3% 60
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prosperity Consulting Group's WMT Position: Q2 2026 in Review

Prosperity Consulting Group increased its Walmart Inc (WMT) stake by 3.2% in Q2 2026, buying an estimated $269K and bringing the position to 70,636 shares worth $8M. The position accounts for 0.3% of the portfolio, ranked #60.

Prosperity Consulting Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.51M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prosperity Consulting Group held 70,636 shares of Walmart Inc worth $8M as of Q2 2026.
  • Prosperity Consulting Group bought 2,165 Walmart Inc shares in Q2 2026, an estimated $269K.
  • Walmart Inc made up 0.3% of Prosperity Consulting Group's portfolio in Q2 2026, its #60 holding.
  • Prosperity Consulting Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's Walmart Inc position peaked at $8.51M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.