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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
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

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 Wealth Management's WMT Position: Q2 2026 in Review

Able Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2026: 2,272 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in WMT as recently as Q2 2024.

Able Wealth Management first reported a position in WMT in Q4 2023 and has held it in 3 quarters since. 4,408 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Able Wealth Management held 2,272 shares of Walmart Inc worth $257K as of Q2 2026.
  • Walmart Inc was a new Able Wealth Management position in Q2 2026.
  • Walmart Inc made up 0.06% of Able Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Able Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 3 quarters since.
  • 4,408 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.