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SPC Financial Inc’s Walmart Inc WMT Stock Holding History

SPC Financial 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
2025
Q3 		$6.28M Buy
60,894
+65
+0.1% +$6.47K 0.49% 46
2025
Q2 		$5.95M Sell
60,829
-543
-0.9% -$51.7K 0.5% 44
2025
Q1 		$5.39M Sell
61,372
-1,684
-3% -$158K 0.47% 46
2024
Q4 		$5.7M Buy
63,056
+1,626
+3% +$141K 0.5% 43
2024
Q3 		$4.96M Sell
61,430
-2,465
-4% -$181K 0.44% 50
2024
Q2 		$4.33M Buy
63,895
+504
+0.8% +$31.7K 0.4% 52
2024
Q1 		$3.81M Buy
63,391
+29,830
+89% +$1.71M 0.36% 53
2023
Q4 		$1.76M Sell
33,561
-22,680
-40% -$1.2M 0.18% 74
2023
Q3 		$3M Buy
56,241
+47,598
+551% +$2.53M 0.34% 50
2023
Q2 		$453K Buy
8,643
+2,148
+33% +$108K 0.05% 147
2023
Q1 		$319K Buy
6,495
+1,329
+26% +$63.1K 0.04% 166
2022
Q4 		$244K Buy
+5,166
New +$245K 0.03% 181

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SPC Financial Inc's WMT Position: Q3 2025 in Review

SPC Financial Inc increased its Walmart Inc (WMT) stake by 0.11% in Q3 2025, buying an estimated $6.47K and bringing the position to 60,894 shares worth $6.28M. The position accounts for 0.49% of the portfolio, ranked #46.

SPC Financial Inc first reported a position in WMT in Q4 2022 and has held it in 12 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • SPC Financial Inc held 60,894 shares of Walmart Inc worth $6.28M as of Q3 2025.
  • SPC Financial Inc bought 65 Walmart Inc shares in Q3 2025, an estimated $6.47K.
  • Walmart Inc made up 0.49% of SPC Financial Inc's portfolio in Q3 2025, its #46 holding.
  • SPC Financial Inc first reported a position in Walmart Inc in Q4 2022 and has held it in 12 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.