Prosperity Financial Group’s Walmart Inc WMT Stock Holding History

Prosperity Financial 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	$817K	Sell	7,215 -452	-6%	-$56.1K	0.25%	98
2026 Q1	$953K	Buy	7,667 +675	+10%	+$82.9K	0.35%	83
2025 Q4	$779K	Buy	6,992 +183	+3%	+$19.6K	0.28%	92
2025 Q3	$702K	Sell	6,809 -343	-5%	-$34.1K	0.26%	94
2025 Q2	$699K	Sell	7,152 -1,251	-15%	-$119K	0.3%	85
2025 Q1	$738K	Sell	8,403 -389	-4%	-$36.5K	0.37%	67
2024 Q4	$794K	Sell	8,792 -32	-0.4%	-$2.78K	0.4%	64
2024 Q3	$713K	Sell	8,824 -1,875	-18%	-$138K	0.4%	67
2024 Q2	$724K	Sell	10,699 -378	-3%	-$23.8K	0.46%	56
2024 Q1	$667K	Buy	11,077 +5,671	+105%	+$324K	0.41%	61
2023 Q4	$284K	Sell	5,406 -27	-0.5%	-$1.43K	0.2%	97
2023 Q3	$290K	Buy	5,433 +825	+18%	+$43.9K	0.24%	84
2023 Q2	$241K	Buy	+4,608	New	+$232K	0.21%	101

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Prosperity Financial Group reduced its Walmart Inc (WMT) stake by 5.9% in Q2 2026, selling an estimated $56.1K and leaving 7,215 shares worth $817K. The position accounts for 0.25% of the portfolio, ranked #98.

Prosperity Financial Group first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $953K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Prosperity Financial Group held 7,215 shares of Walmart Inc worth $817K as of Q2 2026.
Prosperity Financial Group sold 452 Walmart Inc shares in Q2 2026, an estimated $56.1K.
Walmart Inc made up 0.25% of Prosperity Financial Group's portfolio in Q2 2026, its #98 holding.
Prosperity Financial Group first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Prosperity Financial Group's Walmart Inc position peaked at $953K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.