AWS
WMT icon

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
Q2 		$1.28M Sell
11,288
-107
-0.9% -$13.3K 0.62% 29
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aspen Wealth Strategies's WMT Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Walmart Inc (WMT) stake by 0.94% in Q2 2026, selling an estimated $13.3K and leaving 11,288 shares worth $1.28M. The position accounts for 0.62% of the portfolio, ranked #29.

Aspen Wealth Strategies first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q2 2024. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Aspen Wealth Strategies held 11,288 shares of Walmart Inc worth $1.28M as of Q2 2026.
  • Aspen Wealth Strategies sold 107 Walmart Inc shares in Q2 2026, an estimated $13.3K.
  • Walmart Inc made up 0.62% of Aspen Wealth Strategies's portfolio in Q2 2026, its #29 holding.
  • Aspen Wealth Strategies first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's Walmart Inc position peaked at $1.55M in Q2 2024.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.