SEC 13F Intelligence

Prudent Man Advisors, LLC / WMT

Prudent Man Advisors, LLC’s Walmart Inc Position

Does Prudent Man Advisors, LLC own Walmart Inc (WMT)? Yes — 32.7K shares worth $4M (+1.22% of its 13F portfolio) as of Q1 2026, up from 21.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
32.7K
% of Portfolio
+1.22%
Quarters Held
24
currently held

Position History WMT

Reported value by quarter
Q2 ’20: $380,000Q2 ’20Q3 ’20: $451,000Q4 ’20: $462,000Q1 ’21: $447,000Q1 ’21Q2 ’21: $487,000Q3 ’21: $475,000Q4 ’21: $487,000Q4 ’21Q1 ’22: $482,000Q2 ’22: $391,000Q3 ’22: $415,000Q3 ’22Q4 ’22: $824Q1 ’23: $855Q2 ’23: $895Q2 ’23Q3 ’23: $870,339Q4 ’23: $839,959Q1 ’24: $919,698Q1 ’24Q2 ’24: $1MQ3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.7K$4M+1.22%
Q4 202521.5K$2M+0.87%
Q3 202522.3K$2M+0.85%
Q2 202523.0K$2M+0.72%
Q1 202514.9K$1M+0.47%
Q4 202414.4K$1M+0.47%
Q3 202415.4K$1M+0.42%
Q2 202415.9K$1M+0.38%
Q1 202415.3K$919,698+0.34%
Q4 20235.3K$839,959+0.31%
Q3 20235.4K$870,339+0.35%
Q2 20235.7K$895+0.34%
Q1 20235.8K$855+0.33%
Q4 20225.8K$824+0.33%
Q3 20223.2K$415,000+0.20%
Q2 20223.2K$391,000+0.18%
Q1 20223.2K$482,000+0.20%
Q4 20213.4K$487,000+0.19%
Q3 20213.4K$475,000+0.18%
Q2 20213.5K$487,000+0.19%
Q1 20213.3K$447,000+0.19%
Q4 20203.2K$462,000+0.19%
Q3 20203.2K$451,000+0.24%
Q2 20203.2K$380,000+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Prudent Man Advisors, LLC’s full portfolio or all institutional holders of WMT.