SP Asset Management
WMT icon

SP Asset Management’s Walmart Inc WMT Stock Holding History

SP Asset Management’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 		– Sell
-1,799
Closed -$204K – 149
2026
Q2 		$204K Buy
+1,799
New +$223K 0.02% 133
2022
Q2 		– Sell
-5,850
Closed -$290K – 127
2022
Q1 		$290K Hold
5,850
– – 0.03% 104
2021
Q4 		$275K Buy
5,850
+18
+0.3% +$859 0.03% 107
2021
Q3 		$287K Buy
5,832
+18
+0.3% +$867 0.03% 111
2021
Q2 		$276K Buy
5,814
+24
+0.4% +$1.12K 0.03% 106
2021
Q1 		$272K Buy
5,790
+27
+0.5% +$1.25K 0.03% 99
2020
Q4 		$277K Buy
5,763
+1,524
+36% +$74K 0.04% 93
2020
Q3 		$203K Buy
+4,239
New +$188K 0.03% 94

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SP Asset Management's WMT Position: Q3 2026 in Review

SP Asset Management sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 1,799 shares — an estimated $204K sold.

SP Asset Management first reported a position in WMT in Q3 2020 and held it in 8 quarters. The position peaked at $290K in Q1 2022. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • SP Asset Management reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • SP Asset Management sold 1,799 Walmart Inc shares in Q3 2026, an estimated $204K.
  • SP Asset Management first reported a position in Walmart Inc in Q3 2020 and held it in 8 quarters.
  • SP Asset Management's Walmart Inc position peaked at $290K in Q1 2022.
  • 3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.