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Abound Financial’s Walmart Inc WMT Stock Holding History

Abound Financial’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 		$369K Buy
3,254
+1,932
+146% +$240K 0.15% 45
2026
Q1 		$164K Hold
1,322
– – 0.07% 65
2025
Q4 		$147K Buy
+1,322
New +$142K 0.06% 71
2025
Q2 		– Sell
-1,322
Closed -$116K – 257
2025
Q1 		$116K Buy
+1,322
New +$124K 0.06% 85

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

Abound Financial's WMT Position: Q2 2026 in Review

Abound Financial increased its Walmart Inc (WMT) stake by 146% in Q2 2026, buying an estimated $240K and bringing the position to 3,254 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #45.

Abound Financial first reported a position in WMT in Q1 2025 and has held it in 4 quarters since. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Abound Financial held 3,254 shares of Walmart Inc worth $369K as of Q2 2026.
  • Abound Financial bought 1,932 Walmart Inc shares in Q2 2026, an estimated $240K.
  • Walmart Inc made up 0.15% of Abound Financial's portfolio in Q2 2026, its #45 holding.
  • Abound Financial first reported a position in Walmart Inc in Q1 2025 and has held it in 4 quarters since.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.