Aspen Grove Capital’s Walmart Inc WMT Stock Holding History

Aspen Grove Capital’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	$598K	Buy	4,802 +9	+0.2%	+$1.1K	0.12%	91
2025 Q4	$535K	Hold	4,793	–	–	0.09%	93
2025 Q3	$494K	Sell	4,793 -895	-16%	-$89.1K	0.08%	96
2025 Q2	$556K	Buy	5,688 +2,579	+83%	+$246K	0.09%	98
2025 Q1	$274K	Buy	3,109 +4	+0.1%	+$375	0.05%	176
2024 Q4	$281K	Buy	3,105 +44	+1%	+$3.82K	0.06%	155
2024 Q3	$247K	Hold	3,061	–	–	0.05%	168
2024 Q2	$207K	Buy	+3,061	New	+$193K	0.05%	187
2023 Q3	–	Sell	-6,534	Closed	-$342K	–	210
2023 Q2	$342K	Buy	+6,534	New	+$330K	0.11%	133
2023 Q1	–	Sell	-4,350	Closed	-$206K	–	177
2022 Q4	$206K	Buy	+4,350	New	+$207K	0.1%	143

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspen Grove Capital's WMT Position: Q1 2026 in Review

Aspen Grove Capital increased its Walmart Inc (WMT) stake by 0.19% in Q1 2026, buying an estimated $1.1K and bringing the position to 4,802 shares worth $598K. The position accounts for 0.12% of the portfolio, ranked #91.

Aspen Grove Capital first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Aspen Grove Capital held 4,802 shares of Walmart Inc worth $598K as of Q1 2026.
Aspen Grove Capital bought 9 Walmart Inc shares in Q1 2026, an estimated $1.1K.
Walmart Inc made up 0.12% of Aspen Grove Capital's portfolio in Q1 2026, its #91 holding.
Aspen Grove Capital first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.