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Spahn Wealth & Retirement’s Walmart Inc WMT Stock Holding History

Spahn Wealth & Retirement’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 		$464K Hold
4,098
– – 0.3% 31
2026
Q1 		$509K Hold
4,098
– – 0.65% 19
2025
Q4 		$457K Hold
4,098
– – 0.28% 33
2025
Q3 		$422K Hold
4,098
– – 0.25% 33
2025
Q2 		$401K Hold
4,098
– – 0.26% 32
2025
Q1 		$360K Hold
4,098
– – 0.26% 30
2024
Q4 		$370K Buy
+4,098
New +$356K 0.24% 28

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 $3.38T AUM 44.17% 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

Spahn Wealth & Retirement's WMT Position: Q2 2026 in Review

Spahn Wealth & Retirement held its Walmart Inc (WMT) position steady in Q2 2026 at 4,098 shares worth $464K. The position accounts for 0.3% of the portfolio, ranked #31.

Spahn Wealth & Retirement first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $509K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Spahn Wealth & Retirement held 4,098 shares of Walmart Inc worth $464K as of Q2 2026.
  • Spahn Wealth & Retirement left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.3% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #31 holding.
  • Spahn Wealth & Retirement first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Walmart Inc position peaked at $509K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.