Spectrum Advisors, Inc.’s Walmart Inc WMT Stock Holding History

Spectrum Advisors, Inc.’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	$319K	Buy	+2,566	New	+$315K	0.25%	42

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spectrum Advisors, Inc.'s WMT Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Walmart Inc (WMT) in Q1 2026: 2,566 shares worth $319K. The stake represents 0.25% of the portfolio and ranks #42 among its holdings.

4,460 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Spectrum Advisors, Inc. held 2,566 shares of Walmart Inc worth $319K as of Q1 2026.
Walmart Inc was a new Spectrum Advisors, Inc. position in Q1 2026.
Walmart Inc made up 0.25% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #42 holding.
4,460 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.