Able Wealth Management
WMT icon

Able Wealth Management’s Walmart Inc WMT Stock Holding History

Able 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
Q3 		$229K Sell
2,183
-89
-4% -$9.8K 0.05% 149
2026
Q2 		$257K Buy
+2,272
New +$282K 0.06% 121
2024
Q3 		– Sell
-3,022
Closed -$205K – 95
2024
Q2 		$205K Buy
+3,022
New +$190K 0.17% 79
2024
Q1 		– Sell
-570
Closed -$29.9K – 577
2023
Q4 		$29.9K Buy
+570
New +$30.2K 0.03% 171

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Able Wealth Management's WMT Position: Q3 2026 in Review

Able Wealth Management reduced its Walmart Inc (WMT) stake by 3.9% in Q3 2026, selling an estimated $9.8K and leaving 2,183 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #149.

Able Wealth Management first reported a position in WMT in Q4 2023 and has held it in 4 quarters since. The position peaked at $257K in Q2 2026. 1,575 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Able Wealth Management held 2,183 shares of Walmart Inc worth $229K as of Q3 2026.
  • Able Wealth Management sold 89 Walmart Inc shares in Q3 2026, an estimated $9.8K.
  • Walmart Inc made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Able Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's Walmart Inc position peaked at $257K in Q2 2026.
  • 1,575 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.