Abbot Financial Management’s Walmart Inc WMT Stock Holding History

Abbot Financial Management’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 Q1	$1.94M	Sell	15,641 -100	-0.6%	-$12.3K	0.81%	35
2025 Q4	$1.75M	Hold	15,741	–	–	0.73%	36
2025 Q3	$1.62M	Sell	15,741 -25	-0.2%	-$2.49K	0.69%	38
2025 Q2	$1.54M	Hold	15,766	–	–	0.71%	38
2025 Q1	$1.38M	Buy	15,766 +25	+0.2%	+$2.35K	0.72%	39
2024 Q4	$1.42M	Hold	15,741	–	–	0.71%	39
2024 Q3	$1.27M	Sell	15,741 -150	-0.9%	-$11K	0.64%	42
2024 Q2	$1.08M	Hold	15,891	–	–	0.58%	44
2024 Q1	$956K	Hold	15,891	–	–	0.53%	54
2023 Q4	$835K	Hold	15,891	–	–	0.5%	59
2023 Q3	$847K	Hold	15,891	–	–	0.57%	51
2023 Q2	$833K	Sell	15,891 -900	-5%	-$45.4K	0.53%	58
2023 Q1	$825K	Sell	16,791 -699	-4%	-$33.2K	0.55%	56
2022 Q4	$827K	Sell	17,490 -1,221	-7%	-$58K	0.57%	56
2022 Q3	$809K	Hold	18,711	–	–	0.58%	57
2022 Q2	$758K	Buy	18,711 +300	+2%	+$13.8K	0.46%	67
2022 Q1	$914K	Buy	+18,411	New	+$864K	0.45%	67

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abbot Financial Management's WMT Position: Q1 2026 in Review

Abbot Financial Management reduced its Walmart Inc (WMT) stake by 0.64% in Q1 2026, selling an estimated $12.3K and leaving 15,641 shares worth $1.94M. The position accounts for 0.81% of the portfolio, ranked #35.

Abbot Financial Management first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Abbot Financial Management held 15,641 shares of Walmart Inc worth $1.94M as of Q1 2026.
Abbot Financial Management sold 100 Walmart Inc shares in Q1 2026, an estimated $12.3K.
Walmart Inc made up 0.81% of Abbot Financial Management's portfolio in Q1 2026, its #35 holding.
Abbot Financial Management first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.