Aspen Investment Management Inc / WMT
Aspen Investment Management Inc’s Walmart Inc Position
Does Aspen Investment Management Inc own Walmart Inc (WMT)? Yes — 43.2K shares worth $5M (+1.64% of its 13F portfolio) as of Q1 2026, down from 43.7K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
43.2K
% of Portfolio
+1.64%
Quarters Held
28
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 43.2K | $5M | +1.64% |
| Q4 2025 | 43.7K | $5M | +1.47% |
| Q3 2025 | 44.2K | $5M | +1.76% |
| Q2 2025 | 46.9K | $5M | +1.93% |
| Q1 2025 | 47.5K | $4M | +1.92% |
| Q4 2024 | 45.9K | $4M | +1.93% |
| Q3 2024 | 44.1K | $4M | +1.66% |
| Q2 2024 | 44.1K | $3M | +1.49% |
| Q1 2024 | 43.6K | $3M | +1.33% |
| Q4 2023 | 14.7K | $2M | +1.30% |
| Q3 2023 | 14.6K | $2M | +1.41% |
| Q2 2023 | 13.9K | $2M | +1.30% |
| Q1 2023 | 13.9K | $2M | +1.31% |
| Q4 2022 | 13.9K | $2M | +1.29% |
| Q3 2022 | 13.9K | $2M | +1.20% |
| Q2 2022 | 14.0K | $2M | +1.06% |
| Q1 2022 | 16.2K | $2M | +1.27% |
| Q4 2021 | 19.9K | $3M | +1.42% |
| Q2 2021 | 14.2K | $2M | +1.05% |
| Q4 2020 | 23.7K | $3M | +2.02% |
| Q3 2020 | 23.6K | $3M | +2.20% |
| Q2 2020 | 23.0K | $3M | +1.97% |
| Q1 2020 | 13.8K | $2M | +1.35% |
| Q4 2019 | 13.9K | $2M | +1.03% |
| Q3 2019 | 13.8K | $2M | +1.09% |
| Q2 2019 | 13.4K | $1M | +0.97% |
| Q1 2019 | 12.7K | $1M | +0.86% |
| Q4 2018 | 12.6K | $1M | +0.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspen Investment Management Inc’s full portfolio or all institutional holders of WMT.