PWM
WMT icon

Prosperity Wealth Management’s Walmart Inc WMT Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$1.2M Buy
10,782
+5,048
+88% +$542K 0.4% 49
2025
Q3 		$591K Sell
5,734
-3
-0.1% -$299 0.2% 116
2025
Q2 		$561K Sell
5,737
-9
-0.2% -$857 0.21% 112
2025
Q1 		$504K Buy
5,746
+291
+5% +$27.3K 0.24% 98
2024
Q4 		$493K Sell
5,455
-108
-2% -$9.37K 0.2% 97
2024
Q3 		$449K Buy
5,563
+12
+0.2% +$881 0.18% 93
2024
Q2 		$376K Sell
5,551
-449
-7% -$28.3K 0.18% 108
2024
Q1 		$361K Buy
6,000
+474
+9% +$27.1K 0.17% 99
2023
Q4 		$290K Sell
5,526
-4,617
-46% -$244K 0.19% 87
2023
Q3 		$541K Buy
10,143
+3,444
+51% +$183K 0.35% 48
2023
Q2 		$351K Sell
6,699
-411
-6% -$20.7K 0.23% 70
2023
Q1 		$349K Sell
7,110
-1,092
-13% -$51.8K 0.28% 70
2022
Q4 		$388K Buy
+8,202
New +$390K 0.37% 63

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prosperity Wealth Management's WMT Position: Q4 2025 in Review

Prosperity Wealth Management increased its Walmart Inc (WMT) stake by 88% in Q4 2025, buying an estimated $542K and bringing the position to 10,782 shares worth $1.2M. The position accounts for 0.4% of the portfolio, ranked #49.

Prosperity Wealth Management first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Prosperity Wealth Management held 10,782 shares of Walmart Inc worth $1.2M as of Q4 2025.
  • Prosperity Wealth Management bought 5,048 Walmart Inc shares in Q4 2025, an estimated $542K.
  • Walmart Inc made up 0.4% of Prosperity Wealth Management's portfolio in Q4 2025, its #49 holding.
  • Prosperity Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.