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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
Q3 		$829K Buy
7,978
+298
+4% +$32.7K 0.09% 81
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Inspirion Wealth Advisors's WMT Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its Walmart Inc (WMT) stake by 3.9% in Q3 2026, buying an estimated $32.7K and bringing the position to 7,978 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #81.

Inspirion Wealth Advisors first reported a position in WMT in Q4 2014 and has held it in 25 quarters since. The position peaked at $902K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Inspirion Wealth Advisors held 7,978 shares of Walmart Inc worth $829K as of Q3 2026.
  • Inspirion Wealth Advisors bought 298 Walmart Inc shares in Q3 2026, an estimated $32.7K.
  • Walmart Inc made up 0.09% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Inspirion Wealth Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 25 quarters since.
  • Inspirion Wealth Advisors's Walmart Inc position peaked at $902K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.