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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ABLE Financial Group's WMT Position: Q2 2026 in Review

ABLE Financial Group reduced its Walmart Inc (WMT) stake by 0.75% in Q2 2026, selling an estimated $10.1K and leaving 10,680 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #86.

ABLE Financial Group first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • ABLE Financial Group held 10,680 shares of Walmart Inc worth $1.21M as of Q2 2026.
  • ABLE Financial Group sold 81 Walmart Inc shares in Q2 2026, an estimated $10.1K.
  • Walmart Inc made up 0.2% of ABLE Financial Group's portfolio in Q2 2026, its #86 holding.
  • ABLE Financial Group first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's Walmart Inc position peaked at $1.34M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.