Spirit of America Management Corp’s Walmart Inc WMT Stock Holding History

Spirit of America Management Corp’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	$3.14M	Sell	27,702 -400	-1%	-$49.7K	0.59%	53
2026 Q1	$3.49M	Sell	28,102 -700	-2%	-$85.9K	0.69%	44
2025 Q4	$3.21M	Sell	28,802 -3,450	-11%	-$370K	0.68%	41
2025 Q3	$3.32M	Sell	32,252 -12,200	-27%	-$1.21M	0.67%	41
2025 Q2	$4.35M	Sell	44,452 -2,600	-6%	-$248K	0.91%	32
2025 Q1	$4.13M	Hold	47,052	–	–	0.84%	30
2024 Q4	$4.25M	Hold	47,052	–	–	0.86%	32
2024 Q3	$3.8M	Buy	47,052 +1,800	+4%	+$132K	0.76%	34
2024 Q2	$3.06M	Hold	45,252	–	–	0.62%	40
2024 Q1	$2.72M	Hold	45,252	–	–	0.55%	47
2023 Q4	$2.38M	Buy	45,252 +600	+1%	+$31.7K	0.52%	47
2023 Q3	$2.38M	Buy	44,652 +3,000	+7%	+$160K	0.54%	44
2023 Q2	$2.18M	Buy	41,652 +600	+1%	+$30.3K	0.49%	47
2023 Q1	$2.02M	Hold	41,052	–	–	0.45%	54
2022 Q4	$1.94M	Hold	41,052	–	–	0.44%	59
2022 Q3	$1.77M	Hold	41,052	–	–	0.42%	67
2022 Q2	$1.66M	Hold	41,052	–	–	0.38%	74
2022 Q1	$2.04M	Hold	41,052	–	–	0.4%	72
2021 Q4	$1.98M	Buy	41,052 +600	+1%	+$28.6K	0.4%	76
2021 Q3	$1.88M	Hold	40,452	–	–	0.4%	72
2021 Q2	$1.9M	Hold	40,452	–	–	0.41%	68
2021 Q1	$1.83M	Sell	40,452 -2,250	-5%	-$104K	0.43%	63
2020 Q4	$2.05M	Sell	42,702 -6,300	-13%	-$306K	0.51%	56
2020 Q3	$2.29M	Buy	49,002 +1,200	+3%	+$53.4K	0.62%	46
2020 Q2	$1.91M	Buy	47,802 +5,250	+12%	+$216K	0.49%	52
2020 Q1	$1.61M	Buy	42,552 +6,300	+17%	+$242K	0.52%	52
2019 Q4	$1.44M	Buy	36,252 +3,750	+12%	+$149K	0.25%	93
2019 Q3	$1.29M	Buy	32,502 +4,050	+14%	+$153K	0.21%	106
2019 Q2	$1.05M	Hold	28,452	–	–	0.16%	120
2019 Q1	$925K	Buy	28,452 +750	+3%	+$24.3K	0.14%	126
2018 Q4	$860K	Buy	27,702 +4,680	+20%	+$150K	0.14%	129
2018 Q3	$721K	Buy	23,022 +1,500	+7%	+$45.9K	0.09%	150
2018 Q2	$614K	Hold	21,522	–	–	0.08%	163
2018 Q1	$638K	Hold	21,522	–	–	0.08%	161
2017 Q4	$708K	Buy	21,522 +6,450	+43%	+$197K	0.08%	164
2017 Q3	$393K	Hold	15,072	–	–	0.04%	235
2017 Q2	$380K	Hold	15,072	–	–	0.04%	240
2017 Q1	$362K	Hold	15,072	–	–	0.04%	241
2016 Q4	$347K	Buy	15,072 +4,200	+39%	+$98K	0.04%	250
2016 Q3	$261K	Hold	10,872	–	–	0.03%	275
2016 Q2	$265K	Sell	10,872 -4,500	-29%	-$104K	0.04%	260
2016 Q1	$351K	Hold	15,372	–	–	0.06%	233
2015 Q4	$314K	Hold	15,372	–	–	0.06%	240
2015 Q3	$332K	Hold	15,372	–	–	0.07%	229
2015 Q2	$363K	Hold	15,372	–	–	0.07%	228
2015 Q1	$421K	Hold	15,372	–	–	0.09%	206
2014 Q4	$440K	Hold	15,372	–	–	0.11%	194
2014 Q3	$392K	Hold	15,372	–	–	0.12%	211
2014 Q2	$385K	Sell	15,372 -3,900	-20%	-$100K	0.15%	177
2014 Q1	$491K	Buy	+19,272	New	+$484K	0.2%	154
2013 Q4	–	Sell	-19,272	Closed	-$475K	–	193
2013 Q3	$475K	Hold	19,272	–	–	0.17%	168
2013 Q2	$479K	Buy	+19,272	New	+$494K	0.17%	166

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's WMT Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $49.7K and leaving 27,702 shares worth $3.14M. The position accounts for 0.59% of the portfolio, ranked #53.

Spirit of America Management Corp first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.35M in Q2 2025. 3,206 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Spirit of America Management Corp held 27,702 shares of Walmart Inc worth $3.14M as of Q2 2026.
Spirit of America Management Corp sold 400 Walmart Inc shares in Q2 2026, an estimated $49.7K.
Walmart Inc made up 0.59% of Spirit of America Management Corp's portfolio in Q2 2026, its #53 holding.
Spirit of America Management Corp first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Walmart Inc position peaked at $4.35M in Q2 2025.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.