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Abound Wealth Management’s Walmart Inc WMT Stock Holding History

Abound 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 		$222K Sell
1,963
-893
-31% -$111K 0.04% 94
2026
Q1 		$355K Buy
2,856
+26
+0.9% +$3.19K 0.08% 61
2025
Q4 		$315K Buy
2,830
+48
+2% +$5.15K 0.07% 63
2025
Q3 		$287K Buy
2,782
+696
+33% +$69.3K 0.07% 62
2025
Q2 		$204K Sell
2,086
-182
-8% -$17.3K 0.06% 78
2025
Q1 		$199K Sell
2,268
-33
-1% -$3.1K 0.07% 71
2024
Q4 		$208K Buy
2,301
+139
+6% +$12.1K 0.07% 66
2024
Q3 		$175K Hold
2,162
– – 0.06% 69
2024
Q2 		$146K Buy
2,162
+49
+2% +$3.09K 0.05% 68
2024
Q1 		$127K Buy
2,113
+25
+1% +$1.43K 0.05% 78
2023
Q4 		$110K Buy
2,088
+183
+10% +$9.68K 0.04% 83
2023
Q3 		$102K Buy
1,905
+114
+6% +$6.07K 0.04% 74
2023
Q2 		$93.9K Buy
1,791
+87
+5% +$4.39K 0.04% 79
2023
Q1 		$83.8K Buy
1,704
+144
+9% +$6.83K 0.04% 87
2022
Q4 		$73.7K Sell
1,560
-126
-7% -$5.98K 0.04% 82
2022
Q3 		$72.9K Buy
+1,686
New +$73.9K 0.04% 83

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management's WMT Position: Q2 2026 in Review

Abound Wealth Management reduced its Walmart Inc (WMT) stake by 31% in Q2 2026, selling an estimated $111K and leaving 1,963 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #94.

Abound Wealth Management first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $355K in Q1 2026. 2,186 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Abound Wealth Management held 1,963 shares of Walmart Inc worth $222K as of Q2 2026.
  • Abound Wealth Management sold 893 Walmart Inc shares in Q2 2026, an estimated $111K.
  • Walmart Inc made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Abound Wealth Management first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Walmart Inc position peaked at $355K in Q1 2026.
  • 2,186 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.