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Aspen Wealth Strategies’s Walmart Inc WMT Stock Holding History

Aspen Wealth Strategies’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 		$1.42M Sell
11,395
-154
-1% -$18.9K 0.76% 28
2025
Q4 		$1.29M Buy
11,549
+2
+0% +$215 0.7% 27
2025
Q3 		$1.19M Buy
11,547
+402
+4% +$40K 0.66% 25
2025
Q2 		$1.09M Sell
11,145
-4,859
-30% -$463K 0.66% 24
2025
Q1 		$1.4M Sell
16,004
-1,162
-7% -$109K 0.92% 20
2024
Q4 		$1.55M Sell
17,166
-107
-0.6% -$9.29K 0.99% 17
2024
Q3 		$1.39M Sell
17,273
-4,588
-21% -$337K 0.9% 16
2024
Q2 		$1.55M Sell
21,861
-459
-2% -$28.9K 1.08% 16
2024
Q1 		$1.34M Sell
22,320
-333
-1% -$19.1K 0.93% 18
2023
Q4 		$1.19M Hold
22,653
– – 0.87% 26
2023
Q3 		$1.21M Sell
22,653
-36
-0.2% -$1.92K 0.94% 18
2023
Q2 		$1.19M Sell
22,689
-993
-4% -$50.1K 0.9% 16
2023
Q1 		$1.16M Buy
23,682
+321
+1% +$15.2K 0.9% 18
2022
Q4 		$1.1M Buy
+23,361
New +$1.11M 0.88% 17

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

Aspen Wealth Strategies's WMT Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $18.9K and leaving 11,395 shares worth $1.42M. The position accounts for 0.76% of the portfolio, ranked #28.

Aspen Wealth Strategies first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q2 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Aspen Wealth Strategies held 11,395 shares of Walmart Inc worth $1.42M as of Q1 2026.
  • Aspen Wealth Strategies sold 154 Walmart Inc shares in Q1 2026, an estimated $18.9K.
  • Walmart Inc made up 0.76% of Aspen Wealth Strategies's portfolio in Q1 2026, its #28 holding.
  • Aspen Wealth Strategies first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Walmart Inc position peaked at $1.55M in Q2 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.