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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Spirepoint Private Client's WMT Position: Q1 2026 in Review

Spirepoint Private Client increased its Walmart Inc (WMT) stake by 5.3% in Q1 2026, buying an estimated $671K and bringing the position to 108,286 shares worth $13.5M. The position accounts for 1.28% of the portfolio, ranked #21.

Spirepoint Private Client first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Spirepoint Private Client held 108,286 shares of Walmart Inc worth $13.5M as of Q1 2026.
  • Spirepoint Private Client bought 5,464 Walmart Inc shares in Q1 2026, an estimated $671K.
  • Walmart Inc made up 1.28% of Spirepoint Private Client's portfolio in Q1 2026, its #21 holding.
  • Spirepoint Private Client first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.