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Spirepoint Private Client’s Walmart Inc WMT Stock Holding History

Spirepoint Private Client’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 		$12.3M Buy
108,989
+703
+0.6% +$87.3K 1% 29
2026
Q1 		$13.5M Buy
108,286
+5,464
+5% +$671K 1.28% 21
2025
Q4 		$11.5M Buy
102,822
+10,089
+11% +$1.08M 1.09% 25
2025
Q3 		$9.56M Buy
92,733
+7,386
+9% +$735K 1% 30
2025
Q2 		$8.35M Buy
85,347
+2,779
+3% +$265K 0.94% 32
2025
Q1 		$7.25M Buy
82,568
+7,440
+10% +$698K 0.95% 35
2024
Q4 		$6.79M Buy
75,128
+2,064
+3% +$179K 0.85% 33
2024
Q3 		$5.9M Buy
73,064
+1,855
+3% +$136K 0.78% 38
2024
Q2 		$4.82M Buy
71,209
+2,360
+3% +$149K 0.68% 37
2024
Q1 		$4.14M Buy
+68,849
New +$3.94M 0.63% 41

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 $3.37T AUM 44.26% 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

Spirepoint Private Client's WMT Position: Q2 2026 in Review

Spirepoint Private Client increased its Walmart Inc (WMT) stake by 0.65% in Q2 2026, buying an estimated $87.3K and bringing the position to 108,989 shares worth $12.3M. The position accounts for 1% of the portfolio, ranked #29.

Spirepoint Private Client first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Spirepoint Private Client held 108,989 shares of Walmart Inc worth $12.3M as of Q2 2026.
  • Spirepoint Private Client bought 703 Walmart Inc shares in Q2 2026, an estimated $87.3K.
  • Walmart Inc made up 1% of Spirepoint Private Client's portfolio in Q2 2026, its #29 holding.
  • Spirepoint Private Client first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Walmart Inc position peaked at $13.5M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.