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Spectrum Wealth Counsel’s Walmart Inc WMT Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$122K Sell
1,386
-60
-4% -$5.63K 0.01% 138
2024
Q4 		$131K Hold
1,446
– – 0.02% 135
2024
Q3 		$117K Sell
1,446
-1,031
-42% -$75.7K 0.01% 140
2024
Q2 		$168K Buy
2,477
+162
+7% +$10.2K 0.02% 127
2024
Q1 		$139K Sell
2,315
-667
-22% -$38.2K 0.02% 146
2023
Q4 		$157K Buy
+2,982
New +$158K 0.02% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's WMT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Walmart Inc (WMT) stake by 4.1% in Q1 2025, selling an estimated $5.63K and leaving 1,386 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #138.

Spectrum Wealth Counsel first reported a position in WMT in Q4 2023 and has held it in 6 quarters since. The position peaked at $168K in Q2 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Spectrum Wealth Counsel held 1,386 shares of Walmart Inc worth $122K as of Q1 2025.
  • Spectrum Wealth Counsel sold 60 Walmart Inc shares in Q1 2025, an estimated $5.63K.
  • Walmart Inc made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #138 holding.
  • Spectrum Wealth Counsel first reported a position in Walmart Inc in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Walmart Inc position peaked at $168K in Q2 2024.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.