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Aspen Investment Management’s Walmart Inc WMT Stock Holding History

Aspen Investment 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
2026
Q2 		$4.86M Sell
42,885
-307
-0.7% -$38.1K 1.31% 15
2026
Q1 		$5.37M Sell
43,192
-508
-1% -$62.4K 1.64% 13
2025
Q4 		$4.87M Sell
43,700
-492
-1% -$52.8K 1.47% 14
2025
Q3 		$4.55M Sell
44,192
-2,701
-6% -$269K 1.76% 10
2025
Q2 		$4.58M Sell
46,893
-609
-1% -$58K 1.93% 9
2025
Q1 		$4.17M Buy
47,502
+1,609
+4% +$151K 1.92% 10
2024
Q4 		$4.15M Buy
45,893
+1,767
+4% +$153K 1.93% 11
2024
Q3 		$3.56M Buy
44,126
+56
+0.1% +$4.11K 1.66% 11
2024
Q2 		$2.98M Buy
44,070
+503
+1% +$31.7K 1.49% 15
2024
Q1 		$2.62M Sell
43,567
-572
-1% -$32.7K 1.33% 16
2023
Q4 		$2.32M Buy
44,139
+354
+0.8% +$18.7K 1.3% 18
2023
Q3 		$2.33M Buy
43,785
+2,064
+5% +$110K 1.41% 18
2023
Q2 		$2.19M Hold
41,721
– – 1.3% 18
2023
Q1 		$2.05M Sell
41,721
-9
-0% -$427 1.31% 20
2022
Q4 		$1.97M Sell
41,730
-24
-0.1% -$1.14K 1.29% 24
2022
Q3 		$1.8M Sell
41,754
-141
-0.3% -$6.18K 1.2% 22
2022
Q2 		$1.7M Sell
41,895
-6,723
-14% -$310K 1.06% 26
2022
Q1 		$2.41M Sell
48,618
-11,100
-19% -$521K 1.27% 22
2021
Q4 		$2.88M Buy
59,718
+8,520
+17% +$407K 1.42% 20
2021
Q3 		$2.38M Buy
51,198
+8,478
+20% +$408K 1.26% 23
2021
Q2 		$2.01M Sell
42,720
-18
-0% -$838 1.05% 27
2021
Q1 		$1.94M Sell
42,738
-28,377
-40% -$1.31M 1.08% 25
2020
Q4 		$3.42M Buy
71,115
+387
+0.5% +$18.8K 2.02% 9
2020
Q3 		$3.3M Buy
70,728
+1,776
+3% +$79K 2.2% 9
2020
Q2 		$2.75M Buy
68,952
+27,699
+67% +$1.14M 1.97% 14
2020
Q1 		$1.56M Sell
41,253
-474
-1% -$18.2K 1.35% 17
2019
Q4 		$1.65M Buy
41,727
+423
+1% +$16.8K 1.03% 29
2019
Q3 		$1.63M Buy
41,304
+1,125
+3% +$42.5K 1.09% 24
2019
Q2 		$1.48M Buy
40,179
+2,100
+6% +$72.4K 0.97% 27
2019
Q1 		$1.24M Buy
38,079
+300
+0.8% +$9.73K 0.86% 32
2018
Q4 		$1.17M Sell
37,779
-3,000
-7% -$96.2K 0.94% 31
2018
Q3 		$1.28M Hold
40,779
– – 0.84% 32
2018
Q2 		$1.16M Sell
40,779
-1,500
-4% -$42.6K 0.8% 38
2018
Q1 		$1.25M Hold
42,279
– – 0.9% 29
2017
Q4 		$1.39M Hold
42,279
– – 0.99% 29
2017
Q3 		$1.1M Hold
42,279
– – 0.82% 35
2017
Q2 		$1.07M Hold
42,279
– – 0.8% 32
2017
Q1 		$1.02M Hold
42,279
– – 0.75% 31
2016
Q4 		$974K Sell
42,279
-300
-0.7% -$7K 0.73% 33
2016
Q3 		$1.02M Hold
42,579
– – 0.81% 28
2016
Q2 		$1.04M Buy
42,579
+28,500
+202% +$660K 0.85% 27
2016
Q1 		$321K Hold
14,079
– – 0.29% 78
2015
Q4 		$288K Sell
14,079
-28,500
-67% -$572K 0.29% 92
2015
Q3 		$920K Sell
42,579
-1,035
-2% -$23.7K 0.9% 31
2015
Q2 		$1.03M Sell
43,614
-1,161
-3% -$29.6K 0.87% 28
2015
Q1 		$1.23M Buy
44,775
+186
+0.4% +$5.28K 0.98% 24
2014
Q4 		$1.28M Sell
44,589
-111
-0.2% -$3K 1.07% 25
2014
Q3 		$1.14M Sell
44,700
-22,290
-33% -$563K 0.95% 26
2014
Q2 		$1.68M Buy
66,990
+840
+1% +$21.6K 1.02% 27
2014
Q1 		$1.69M Hold
66,150
– – 1.07% 26
2013
Q4 		$1.74M Sell
66,150
-885
-1% -$22.9K 1.16% 23
2013
Q3 		$1.65M Hold
67,035
– – 1.17% 24
2013
Q2 		$1.67M Buy
+67,035
New +$1.72M 1.13% 22

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

Aspen Investment Management's WMT Position: Q2 2026 in Review

Aspen Investment Management reduced its Walmart Inc (WMT) stake by 0.71% in Q2 2026, selling an estimated $38.1K and leaving 42,885 shares worth $4.86M. The position accounts for 1.31% of the portfolio, ranked #15.

Aspen Investment Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.37M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Aspen Investment Management held 42,885 shares of Walmart Inc worth $4.86M as of Q2 2026.
  • Aspen Investment Management sold 307 Walmart Inc shares in Q2 2026, an estimated $38.1K.
  • Walmart Inc made up 1.31% of Aspen Investment Management's portfolio in Q2 2026, its #15 holding.
  • Aspen Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Walmart Inc position peaked at $5.37M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.