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Abundance Wealth Counselors’s Walmart Inc WMT Stock Holding History

Abundance Wealth Counselors’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 		$838K Buy
7,396
+290
+4% +$36K 0.05% 144
2026
Q1 		$883K Buy
+7,106
New +$872K 0.13% 115
2023
Q2 		– Sell
-7,326
Closed -$360K – 145
2023
Q1 		$360K Buy
7,326
+1,620
+28% +$76.9K 0.09% 113
2022
Q4 		$270K Buy
5,706
+75
+1% +$3.56K 0.07% 120
2022
Q3 		$243K Hold
5,631
– – 0.07% 122
2022
Q2 		$228K Hold
5,631
– – 0.06% 130
2022
Q1 		$280K Buy
+5,631
New +$264K 0.08% 121

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's WMT Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Walmart Inc (WMT) stake by 4.1% in Q2 2026, buying an estimated $36K and bringing the position to 7,396 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #144.

Abundance Wealth Counselors first reported a position in WMT in Q1 2022 and has held it in 7 quarters since. The position peaked at $883K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Abundance Wealth Counselors held 7,396 shares of Walmart Inc worth $838K as of Q2 2026.
  • Abundance Wealth Counselors bought 290 Walmart Inc shares in Q2 2026, an estimated $36K.
  • Walmart Inc made up 0.05% of Abundance Wealth Counselors's portfolio in Q2 2026, its #144 holding.
  • Abundance Wealth Counselors first reported a position in Walmart Inc in Q1 2022 and has held it in 7 quarters since.
  • Abundance Wealth Counselors's Walmart Inc position peaked at $883K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.