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Spire Wealth Management’s Walmart Inc WMT Stock Holding History

Spire Wealth 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
Q2 		$16M Buy
141,149
+4,538
+3% +$563K 0.48% 48
2026
Q1 		$17M Sell
136,611
-5,251
-4% -$645K 0.58% 38
2025
Q4 		$15.8M Sell
141,862
-1,971
-1% -$212K 0.53% 39
2025
Q3 		$14.8M Buy
143,833
+3,555
+3% +$354K 0.5% 42
2025
Q2 		$13.7M Sell
140,278
-8,742
-6% -$833K 0.49% 46
2025
Q1 		$13.1M Sell
149,020
-19,941
-12% -$1.87M 0.42% 46
2024
Q4 		$15.3M Buy
168,961
+9,829
+6% +$853K 0.47% 44
2024
Q3 		$12.8M Buy
159,132
+34,050
+27% +$2.5M 0.43% 47
2024
Q2 		$8.47M Sell
125,082
-299
-0.2% -$18.8K 0.3% 74
2024
Q1 		$7.54M Buy
125,381
+13,619
+12% +$779K 0.14% 113
2023
Q4 		$6.05M Buy
111,762
+16,734
+18% +$885K 0.2% 103
2023
Q3 		$5.07M Buy
95,028
+22,314
+31% +$1.19M 0.19% 103
2023
Q2 		$3.81M Sell
72,714
-5,631
-7% -$284K 0.14% 139
2023
Q1 		$3.85M Sell
78,345
-77,088
-50% -$3.66M 0.15% 131
2022
Q4 		$7.35M Sell
155,433
-924
-0.6% -$43.9K 0.41% 54
2022
Q3 		$6.76M Sell
156,357
-74,739
-32% -$3.27M 0.41% 58
2022
Q2 		$9.37M Sell
231,096
-191,811
-45% -$8.85M 0.39% 63
2022
Q1 		$21M Sell
422,907
-28,857
-6% -$1.35M 0.56% 34
2021
Q4 		$21.8M Buy
451,764
+50,742
+13% +$2.42M 0.48% 42
2021
Q3 		$18.6M Buy
401,022
+28,731
+8% +$1.38M 0.49% 45
2021
Q2 		$17.5M Sell
372,291
-29,988
-7% -$1.4M 0.47% 47
2021
Q1 		$17.6M Buy
+402,279
New +$18.6M 0.47% 51

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's WMT Position: Q2 2026 in Review

Spire Wealth Management increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $563K and bringing the position to 141,149 shares worth $16M. The position accounts for 0.48% of the portfolio, ranked #48.

Spire Wealth Management first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.8M in Q4 2021. 1,929 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Spire Wealth Management held 141,149 shares of Walmart Inc worth $16M as of Q2 2026.
  • Spire Wealth Management bought 4,538 Walmart Inc shares in Q2 2026, an estimated $563K.
  • Walmart Inc made up 0.48% of Spire Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Spire Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Walmart Inc position peaked at $21.8M in Q4 2021.
  • 1,929 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.