Abacus Planning Group’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.21M Sell
28,345
-1,236
-4% -$153K 0.4% 35
2026
Q1
$3.68M Buy
29,581
+1,256
+4% +$154K 0.49% 27
2025
Q4
$3.16M Buy
28,325
+7,785
+38% +$836K 0.42% 34
2025
Q3
$2.12M Buy
20,540
+88
+0.4% +$8.76K 0.29% 46
2025
Q2
$2M Buy
20,452
+2,558
+14% +$244K 0.3% 48
2025
Q1
$1.57M Buy
17,894
+778
+5% +$73K 0.28% 53
2024
Q4
$1.55M Buy
17,116
+660
+4% +$57.3K 0.27% 52
2024
Q3
$1.33M Buy
16,456
+507
+3% +$37.2K 0.24% 62
2024
Q2
$1.08M Buy
15,949
+1,150
+8% +$72.4K 0.21% 66
2024
Q1
$890K Sell
14,799
-2,976
-17% -$170K 0.17% 78
2023
Q4
$934K Sell
17,775
-78
-0.4% -$4.13K 0.2% 75
2023
Q3
$952K Buy
17,853
+540
+3% +$28.7K 0.23% 65
2023
Q2
$907K Buy
17,313
+534
+3% +$26.9K 0.22% 71
2023
Q1
$825K Buy
16,779
+12
+0.1% +$570 0.21% 78
2022
Q4
$792K Hold
16,767
0.22% 69
2022
Q3
$725K Sell
16,767
-4,521
-21% -$198K 0.22% 70
2022
Q2
$863K Buy
21,288
+603
+3% +$27.8K 0.25% 66
2022
Q1
$1.03M Sell
20,685
-393
-2% -$18.4K 0.28% 67
2021
Q4
$1.02M Sell
21,078
-480
-2% -$22.9K 0.27% 72
2021
Q3
$1M Sell
21,558
-603
-3% -$29.1K 0.32% 57
2021
Q2
$1.04M Sell
22,161
-2,520
-10% -$117K 0.32% 57
2021
Q1
$1.12M Buy
24,681
+1,056
+4% +$48.9K 0.36% 56
2020
Q4
$1.14M Sell
23,625
-663
-3% -$32.2K 0.35% 54
2020
Q3
$1.13M Sell
24,288
-2,118
-8% -$94.2K 0.41% 46
2020
Q2
$1.05M Buy
26,406
+636
+2% +$26.2K 0.43% 48
2020
Q1
$976K Buy
25,770
+1,329
+5% +$51.1K 0.48% 40
2019
Q4
$968K Sell
24,441
-2,550
-9% -$101K 0.44% 47
2019
Q3
$1.07M Buy
26,991
+9,093
+51% +$343K 0.53% 37
2019
Q2
$659K Sell
17,898
-1,233
-6% -$42.5K 0.4% 59
2019
Q1
$622K Sell
19,131
-1,908
-9% -$61.9K 0.39% 63
2018
Q4
$653K Sell
21,039
-3,318
-14% -$106K 0.5% 48
2018
Q3
$762K Sell
24,357
-492
-2% -$15K 0.51% 44
2018
Q2
$709K Buy
24,849
+288
+1% +$8.19K 0.53% 44
2018
Q1
$728K Buy
24,561
+3,945
+19% +$127K 0.59% 38
2017
Q4
$679K Buy
+20,616
New +$631K 0.69% 35

Other funds holding WMT

Abacus Planning Group's WMT Position: Q2 2026 in Review

Abacus Planning Group reduced its Walmart Inc (WMT) stake by 4.2% in Q2 2026, selling an estimated $153K and leaving 28,345 shares worth $3.21M. The position accounts for 0.4% of the portfolio, ranked #35.

Abacus Planning Group first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.68M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Abacus Planning Group held 28,345 shares of Walmart Inc worth $3.21M as of Q2 2026.
  • Abacus Planning Group sold 1,236 Walmart Inc shares in Q2 2026, an estimated $153K.
  • Walmart Inc made up 0.4% of Abacus Planning Group's portfolio in Q2 2026, its #35 holding.
  • Abacus Planning Group first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
  • Abacus Planning Group's Walmart Inc position peaked at $3.68M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.