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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spahn Wealth & Retirement's WMT Position: Q1 2026 in Review

Spahn Wealth & Retirement held its Walmart Inc (WMT) position steady in Q1 2026 at 4,098 shares worth $509K. The position accounts for 0.65% of the portfolio, ranked #19.

Spahn Wealth & Retirement first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Spahn Wealth & Retirement held 4,098 shares of Walmart Inc worth $509K as of Q1 2026.
Spahn Wealth & Retirement left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.65% of Spahn Wealth & Retirement's portfolio in Q1 2026, its #19 holding.
Spahn Wealth & Retirement first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.