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Inspirion Wealth Advisors’s Walmart Inc WMT Stock Holding History

Inspirion Wealth Advisors’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 		$836K Buy
7,680
+421
+6% +$52.3K 0.1% 83
2026
Q1 		$902K Buy
7,259
+576
+9% +$70.7K 0.11% 74
2025
Q4 		$745K Sell
6,683
-76
-1% -$8.16K 0.09% 87
2025
Q3 		$546K Buy
6,759
+620
+10% +$61.7K 0.08% 91
2025
Q2 		$600K Sell
6,139
-39
-0.6% -$3.72K 0.08% 92
2025
Q1 		$542K Sell
6,178
-651
-10% -$61.1K 0.08% 89
2024
Q4 		$620K Buy
6,829
+70
+1% +$6.07K 0.09% 86
2024
Q3 		$546K Sell
6,759
-200
-3% -$14.7K 0.08% 91
2024
Q2 		$471K Buy
6,959
+175
+3% +$11K 0.07% 92
2024
Q1 		$408K Sell
6,784
-431
-6% -$24.7K 0.07% 100
2023
Q4 		$383K Buy
7,215
+552
+8% +$29.2K 0.07% 99
2023
Q3 		$355K Buy
6,663
+450
+7% +$23.9K 0.07% 97
2023
Q2 		$326K Buy
6,213
+450
+8% +$22.7K 0.06% 102
2023
Q1 		$283K Buy
5,763
+1,083
+23% +$51.4K 0.06% 111
2022
Q4 		$221K Hold
4,680
– – 0.05% 116
2022
Q3 		$202K Buy
+4,680
New +$205K 0.05% 115
2017
Q1 		– Sell
-9,354
Closed -$216K – 67
2016
Q4 		$216K Hold
9,354
– – 0.14% 59
2016
Q3 		$225K Hold
9,354
– – 0.15% 55
2016
Q2 		$228K Hold
9,354
– – 0.15% 53
2016
Q1 		$214K Buy
+9,354
New +$205K 0.15% 53
2015
Q4 		– Sell
-9,840
Closed -$213K – 57
2015
Q3 		$213K Hold
9,840
– – 0.17% 50
2015
Q2 		$233K Hold
9,840
– – 0.17% 49
2015
Q1 		$270K Buy
9,840
+354
+4% +$10K 0.22% 44
2014
Q4 		$272K Buy
+9,486
New +$256K 0.25% 46

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Inspirion Wealth Advisors's WMT Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Walmart Inc (WMT) stake by 5.8% in Q2 2026, buying an estimated $52.3K and bringing the position to 7,680 shares worth $836K. The position accounts for 0.1% of the portfolio, ranked #83.

Inspirion Wealth Advisors first reported a position in WMT in Q4 2014 and has held it in 24 quarters since. The position peaked at $902K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Inspirion Wealth Advisors held 7,680 shares of Walmart Inc worth $836K as of Q2 2026.
  • Inspirion Wealth Advisors bought 421 Walmart Inc shares in Q2 2026, an estimated $52.3K.
  • Walmart Inc made up 0.1% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Inspirion Wealth Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 24 quarters since.
  • Inspirion Wealth Advisors's Walmart Inc position peaked at $902K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.