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Prota Financial’s Walmart Inc WMT Stock Holding History

Prota Financial’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 		$462K Sell
4,242
-164
-4% -$20.4K 0.3% 53
2026
Q1 		$548K Sell
4,406
-555
-11% -$68.1K 0.4% 42
2025
Q4 		$553K Buy
+4,961
New +$533K 0.4% 25

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Prota Financial's WMT Position: Q2 2026 in Review

Prota Financial reduced its Walmart Inc (WMT) stake by 3.7% in Q2 2026, selling an estimated $20.4K and leaving 4,242 shares worth $462K. The position accounts for 0.3% of the portfolio, ranked #53.

Prota Financial first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $553K in Q4 2025. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Prota Financial held 4,242 shares of Walmart Inc worth $462K as of Q2 2026.
  • Prota Financial sold 164 Walmart Inc shares in Q2 2026, an estimated $20.4K.
  • Walmart Inc made up 0.3% of Prota Financial's portfolio in Q2 2026, its #53 holding.
  • Prota Financial first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Walmart Inc position peaked at $553K in Q4 2025.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.