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Aberdeen Wealth Management’s Walmart Inc WMT Stock Holding History

Aberdeen Wealth 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 		$2.07M Sell
16,635
-615
-4% -$75.5K 0.94% 23
2025
Q4 		$1.92M Sell
17,250
-1,230
-7% -$132K 0.89% 21
2025
Q3 		$1.9M Sell
18,480
-448
-2% -$44.6K 1.2% 21
2025
Q2 		$1.85M Buy
18,928
+4
+0% +$381 1.23% 21
2025
Q1 		$1.66M Sell
18,924
-723
-4% -$67.8K 1.15% 21
2024
Q4 		$1.78M Sell
19,647
-1,700
-8% -$148K 1.22% 18
2024
Q3 		$1.72M Sell
21,347
-2,408
-10% -$177K 1.13% 21
2024
Q2 		$1.61M Sell
23,755
-575
-2% -$36.2K 1.09% 21
2024
Q1 		$1.46M Buy
24,330
+2,103
+9% +$120K 0.85% 28
2023
Q4 		$1.17M Sell
22,227
-2,100
-9% -$111K 0.85% 32
2023
Q3 		$1.3M Sell
24,327
-297
-1% -$15.8K 0.98% 30
2023
Q2 		$1.29M Buy
24,624
+6
+0% +$303 0.93% 30
2023
Q1 		$1.21M Buy
24,618
+3
+0% +$142 0.9% 30
2022
Q4 		$1.16M Hold
24,615
– – 0.88% 34
2022
Q3 		$1.06M Buy
24,615
+3
+0% +$131 0.94% 31
2022
Q2 		$997K Buy
24,612
+6
+0% +$277 0.79% 37
2022
Q1 		$1.22M Buy
24,606
+3
+0% +$141 0.83% 32
2021
Q4 		$1.19M Sell
24,603
-2,100
-8% -$100K 0.77% 36
2021
Q3 		$1.24M Sell
26,703
-996
-4% -$48K 1.2% 23
2021
Q2 		$1.3M Buy
27,699
+108
+0.4% +$5.03K 1.2% 23
2021
Q1 		$1.25M Sell
27,591
-1,035
-4% -$47.9K 0.99% 29
2020
Q4 		$1.38M Buy
28,626
+813
+3% +$39.5K 1.04% 27
2020
Q3 		$1.3M Sell
27,813
-2,136
-7% -$95K 1.23% 23
2020
Q2 		$1.2M Buy
29,949
+1,992
+7% +$81.9K 1.28% 23
2020
Q1 		$1.06M Buy
27,957
+3
+0% +$115 1.29% 20
2019
Q4 		$1.11M Buy
+27,954
New +$1.11M 0.82% 32

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aberdeen Wealth Management's WMT Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Walmart Inc (WMT) stake by 3.6% in Q1 2026, selling an estimated $75.5K and leaving 16,635 shares worth $2.07M. The position accounts for 0.94% of the portfolio, ranked #23.

Aberdeen Wealth Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Aberdeen Wealth Management held 16,635 shares of Walmart Inc worth $2.07M as of Q1 2026.
  • Aberdeen Wealth Management sold 615 Walmart Inc shares in Q1 2026, an estimated $75.5K.
  • Walmart Inc made up 0.94% of Aberdeen Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Aberdeen Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.