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Prosperity Planning’s Walmart Inc WMT Stock Holding History

Prosperity Planning’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
Q3 		$201K Sell
1,930
-24
-1% -$2.63K 0.04% 116
2026
Q2 		$221K Buy
+1,954
New +$243K 0.05% 109

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Prosperity Planning's WMT Position: Q3 2026 in Review

Prosperity Planning reduced its Walmart Inc (WMT) stake by 1.2% in Q3 2026, selling an estimated $2.63K and leaving 1,930 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #116.

Prosperity Planning first reported a position in WMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $221K in Q2 2026. 622 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Prosperity Planning held 1,930 shares of Walmart Inc worth $201K as of Q3 2026.
  • Prosperity Planning sold 24 Walmart Inc shares in Q3 2026, an estimated $2.63K.
  • Walmart Inc made up 0.04% of Prosperity Planning's portfolio in Q3 2026, its #116 holding.
  • Prosperity Planning first reported a position in Walmart Inc in Q2 2026 and has held it in 2 quarters since.
  • Prosperity Planning's Walmart Inc position peaked at $221K in Q2 2026.
  • 622 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.