Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,986,534
-$991,480 QoQ
Shares Held
141,149
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#688
of 4,373 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $44,517,859 across 6 Discount Stores names. WMT ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,995 | $28,059,422 | |
| 2 | WMT |
Walmart Inc.
This page
|
141,149 | $15,986,534 | |
| 3 | TGT |
Target Corp
|
1,940 | $253,383 | |
| 4 | DG |
Dollar General Corp
|
1,628 | $187,399 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
134 | $16,207 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
171 | $14,914 |
All Filings in WMT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,986,534 | 141,149 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,978,014 | 136,611 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,804,845 | 141,862 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,823,428 | 143,833 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,716,382 | 140,278 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,082,465 | 149,020 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,265,626 | 168,961 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,849,909 | 159,132 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,469,302 | 125,082 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,544,174 | 125,381 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,873,093 | 37,254 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,065,942 | 31,676 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,809,726 | 24,238 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,850,656 | 26,115 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,346,276 | 51,811 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,759,829 | 52,119 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,365,558 | 77,032 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $20,993,103 | 140,969 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $21,788,577 | 150,588 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $18,631,482 | 133,674 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $17,500,171 | 124,097 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $18,213,865 | 134,093 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||