ABLE Financial Group
WMT icon

ABLE Financial Group’s Walmart Inc WMT Stock Holding History

ABLE Financial Group’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
Q3 		$1.25M Buy
12,070
+1,390
+13% +$153K 0.2% 93
2026
Q2 		$1.21M Sell
10,680
-81
-0.8% -$10.1K 0.2% 86
2026
Q1 		$1.34M Buy
10,761
+18
+0.2% +$2.21K 0.26% 73
2025
Q4 		$1.2M Buy
10,743
+704
+7% +$75.6K 0.24% 73
2025
Q3 		$1.03M Sell
10,039
-606
-6% -$60.3K 0.22% 78
2025
Q2 		$1.04M Sell
10,645
-266
-2% -$25.3K 0.25% 75
2025
Q1 		$958K Buy
10,911
+1,474
+16% +$138K 0.27% 70
2024
Q4 		$853K Sell
9,437
-10
-0.1% -$868 0.25% 74
2024
Q3 		$763K Buy
9,447
+147
+2% +$10.8K 0.24% 73
2024
Q2 		$630K Hold
9,300
– – 0.23% 75
2024
Q1 		$560K Sell
9,300
-132
-1% -$7.55K 0.22% 79
2023
Q4 		$496K Sell
9,432
-63
-0.7% -$3.33K 0.21% 84
2023
Q3 		$506K Sell
9,495
-1,611
-15% -$85.7K 0.25% 74
2023
Q2 		$582K Sell
11,106
-336
-3% -$17K 0.3% 62
2023
Q1 		$562K Buy
+11,442
New +$543K 0.37% 57

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

ABLE Financial Group's WMT Position: Q3 2026 in Review

ABLE Financial Group increased its Walmart Inc (WMT) stake by 13% in Q3 2026, buying an estimated $153K and bringing the position to 12,070 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #93.

ABLE Financial Group first reported a position in WMT in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2026. 1,430 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • ABLE Financial Group held 12,070 shares of Walmart Inc worth $1.25M as of Q3 2026.
  • ABLE Financial Group bought 1,390 Walmart Inc shares in Q3 2026, an estimated $153K.
  • Walmart Inc made up 0.2% of ABLE Financial Group's portfolio in Q3 2026, its #93 holding.
  • ABLE Financial Group first reported a position in Walmart Inc in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's Walmart Inc position peaked at $1.34M in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.