Abacus Wealth Partners’s Walmart Inc WMT Stock Holding History

Abacus Wealth Partners’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	$437K	Sell	3,862 -1,875	-33%	-$233K	0.05%	172
2026 Q1	$713K	Sell	5,737 -132	-2%	-$16.2K	0.07%	149
2025 Q4	$654K	Buy	5,869 +3,868	+193%	+$415K	0.06%	162
2025 Q3	$206K	Buy	+2,001	New	+$199K	0.03%	96
2023 Q4	–	Sell	-14,316	Closed	-$763K	–	79
2023 Q3	$763K	Buy	14,316 +9,951	+228%	+$530K	0.24%	29
2023 Q2	$229K	Sell	4,365 -267	-6%	-$13.5K	0.07%	77
2023 Q1	$234K	Sell	4,632 -81	-2%	-$3.84K	0.08%	79
2022 Q4	$223K	Buy	+4,713	New	+$224K	0.08%	72
2022 Q2	–	Sell	-4,608	Closed	-$229K	–	95
2022 Q1	$229K	Sell	4,608 -1,596	-26%	-$74.9K	0.1%	74
2021 Q4	$299K	Sell	6,204 -513	-8%	-$24.5K	0.11%	76
2021 Q3	$312K	Sell	6,717 -48	-0.7%	-$2.31K	0.11%	73
2021 Q2	$318K	Buy	6,765 +312	+5%	+$14.5K	0.12%	71
2021 Q1	$292K	Buy	6,453 +1,503	+30%	+$69.6K	0.21%	70
2020 Q4	$238K	Buy	+4,950	New	+$240K	0.21%	77

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abacus Wealth Partners's WMT Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Walmart Inc (WMT) stake by 33% in Q2 2026, selling an estimated $233K and leaving 3,862 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #172.

Abacus Wealth Partners first reported a position in WMT in Q4 2020 and has held it in 14 quarters since. The position peaked at $763K in Q3 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Abacus Wealth Partners held 3,862 shares of Walmart Inc worth $437K as of Q2 2026.
Abacus Wealth Partners sold 1,875 Walmart Inc shares in Q2 2026, an estimated $233K.
Walmart Inc made up 0.05% of Abacus Wealth Partners's portfolio in Q2 2026, its #172 holding.
Abacus Wealth Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 14 quarters since.
Abacus Wealth Partners's Walmart Inc position peaked at $763K in Q3 2023.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.