WMT β€” WALMART INC

Ownership history in SPIREPOINT PRIVATE CLIENT, LLC  Β·  8 quarters on record

AI Ownership Summary

SPIREPOINT PRIVATE CLIENT, LLC reported WALMART INC (WMT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows WMT at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIREPOINT PRIVATE CLIENT, LLC's position in WALMART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMT was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SPIREPOINT PRIVATE CLIENT, LLC held WMT β€” position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 102,822 +10,089 +10.9% 1.09% $11.5M 2026-02-14 (Est.) $133.62
2025 Q3 ADDED 92,733 +7,386 +8.7% 1.00% $9.6M 2025-10-22 $106.70
2025 Q2 ADDED 85,347 +2,779 +3.4% 0.94% $8.3M 2025-07-16 $94.54
2025 Q1 ADDED 82,568 +7,440 +9.9% 0.95% $7.2M 2025-04-23 $94.12
2024 Q4 ADDED 75,128 +2,064 +2.8% 0.85% $6.8M 2025-01-27 $96.28
2024 Q3 ADDED 73,064 +1,855 +2.6% 0.78% $5.9M 2024-11-05 $82.53
2024 Q2 ADDED 71,209 +2,360 +3.4% 0.68% $4.8M 2024-08-08 $66.54
2024 Q1 INITIATED 68,849 β€” β€” 0.63% $4.1M 2024-05-10 $59.48

FAQ About SPIREPOINT PRIVATE CLIENT, LLC and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIREPOINT PRIVATE CLIENT, LLC reported owning WMT?

SPIREPOINT PRIVATE CLIENT, LLC reported WMT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WMT position in SPIREPOINT PRIVATE CLIENT, LLC's portfolio?

The largest reported portfolio weight for WMT was 1.09% in 2025 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when SPIREPOINT PRIVATE CLIENT, LLC reported 102,822 shares, equal to 1.09% of portfolio, with an estimated market value of $11.5M.

What does the chart on this WMT ownership page compare?

The chart compares SPIREPOINT PRIVATE CLIENT, LLC's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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