Ables Iannone Moore & Associates’s Walmart Inc WMT Stock Holding History

Ables Iannone Moore & Associates’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	$427K	Buy	3,769 +1,033	+38%	+$128K	0.23%	51
2026 Q1	$340K	Buy	2,736 +39	+1%	+$4.79K	0.2%	52
2025 Q4	$300K	Hold	2,697	–	–	0.16%	55
2025 Q3	$278K	Sell	2,697 -1,005	-27%	-$100K	0.16%	52
2025 Q2	$362K	Sell	3,702 -48	-1%	-$4.57K	0.23%	51
2025 Q1	$329K	Buy	3,750 +99	+3%	+$9.29K	0.22%	48
2024 Q4	$330K	Sell	3,651 -114	-3%	-$9.89K	0.2%	48
2024 Q3	$304K	Sell	3,765 -19	-0.5%	-$1.4K	0.2%	49
2024 Q2	$256K	Sell	3,784 -50	-1%	-$3.15K	0.17%	49
2024 Q1	$231K	Hold	3,834	–	–	0.16%	52
2023 Q4	$201K	Buy	+3,834	New	+$203K	0.15%	54

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Ables Iannone Moore & Associates's WMT Position: Q2 2026 in Review

Ables Iannone Moore & Associates increased its Walmart Inc (WMT) stake by 38% in Q2 2026, buying an estimated $128K and bringing the position to 3,769 shares worth $427K. The position accounts for 0.23% of the portfolio, ranked #51.

Ables Iannone Moore & Associates first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ables Iannone Moore & Associates held 3,769 shares of Walmart Inc worth $427K as of Q2 2026.
Ables Iannone Moore & Associates bought 1,033 Walmart Inc shares in Q2 2026, an estimated $128K.
Walmart Inc made up 0.23% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #51 holding.
Ables Iannone Moore & Associates first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
944 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.