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Prudent Man Advisors’s Walmart Inc WMT Stock Holding History

Prudent Man Advisors’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
Q1 		$4.06M Buy
32,679
+11,134
+52% +$1.37M 1.22% 18
2025
Q4 		$2.4M Sell
21,545
-798
-4% -$85.7K 0.87% 21
2025
Q3 		$2.3M Sell
22,343
-697
-3% -$69.4K 0.85% 22
2025
Q2 		$2.25M Buy
23,040
+8,163
+55% +$778K 0.72% 27
2025
Q1 		$1.31M Buy
14,877
+501
+3% +$47K 0.47% 40
2024
Q4 		$1.3M Sell
14,376
-1,059
-7% -$91.9K 0.47% 41
2024
Q3 		$1.25M Sell
15,435
-467
-3% -$34.3K 0.42% 52
2024
Q2 		$1.08M Buy
15,902
+617
+4% +$38.9K 0.38% 59
2024
Q1 		$920K Sell
15,285
-699
-4% -$40K 0.35% 72
2023
Q4 		$840K Sell
15,984
-342
-2% -$18.1K 0.31% 69
2023
Q3 		$870K Sell
16,326
-747
-4% -$39.8K 0.35% 67
2023
Q2 		$895K Sell
17,073
-327
-2% -$16.5K 0.34% 63
2023
Q1 		$855K Sell
17,400
-33
-0.2% -$1.57K 0.33% 65
2022
Q4 		$824K Buy
17,433
+7,845
+82% +$373K 0.33% 67
2022
Q3 		$415K Sell
9,588
-54
-0.6% -$2.37K 0.2% 105
2022
Q2 		$391K Sell
9,642
-66
-0.7% -$3.04K 0.18% 109
2022
Q1 		$482K Sell
9,708
-390
-4% -$18.3K 0.2% 96
2021
Q4 		$487K Sell
10,098
-126
-1% -$6.01K 0.19% 103
2021
Q3 		$475K Sell
10,224
-132
-1% -$6.36K 0.18% 105
2021
Q2 		$487K Buy
10,356
+477
+5% +$22.2K 0.19% 102
2021
Q1 		$447K Buy
9,879
+273
+3% +$12.6K 0.19% 96
2020
Q4 		$462K Sell
9,606
-66
-0.7% -$3.21K 0.19% 91
2020
Q3 		$451K Buy
9,672
+165
+2% +$7.34K 0.24% 85
2020
Q2 		$380K Buy
+9,507
New +$391K 0.34% 79

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudent Man Advisors's WMT Position: Q1 2026 in Review

Prudent Man Advisors increased its Walmart Inc (WMT) stake by 52% in Q1 2026, buying an estimated $1.37M and bringing the position to 32,679 shares worth $4.06M. The position accounts for 1.22% of the portfolio, ranked #18.

Prudent Man Advisors first reported a position in WMT in Q2 2020 and has held it in 24 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Prudent Man Advisors held 32,679 shares of Walmart Inc worth $4.06M as of Q1 2026.
  • Prudent Man Advisors bought 11,134 Walmart Inc shares in Q1 2026, an estimated $1.37M.
  • Walmart Inc made up 1.22% of Prudent Man Advisors's portfolio in Q1 2026, its #18 holding.
  • Prudent Man Advisors first reported a position in Walmart Inc in Q2 2020 and has held it in 24 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.