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Abich Financial Wealth Management’s Walmart Inc WMT Stock Holding History

Abich Financial 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
2025
Q3 		$343K Buy
+3,331
New +$332K 0.12% 68
2024
Q3 		– Sell
-3,182
Closed -$215K – 839
2024
Q2 		$215K Buy
3,182
+56
+2% +$3.53K 0.15% 36
2024
Q1 		$188K Buy
3,126
+117
+4% +$6.69K 0.15% 30
2023
Q4 		$158K Buy
+3,009
New +$159K 0.15% 23

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Abich Financial Wealth Management's WMT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2025: 3,331 shares worth $343K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in WMT as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in WMT in Q4 2023 and has held it in 4 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Abich Financial Wealth Management held 3,331 shares of Walmart Inc worth $343K as of Q3 2025.
  • Walmart Inc was a new Abich Financial Wealth Management position in Q3 2025.
  • Walmart Inc made up 0.12% of Abich Financial Wealth Management's portfolio in Q3 2025, its #68 holding.
  • Abich Financial Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 4 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.