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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abundance Wealth Counselors's WMT Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in Walmart Inc (WMT) in Q1 2026: 7,106 shares worth $883K. The stake represents 0.13% of the portfolio and ranks #115 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in WMT as recently as Q1 2023.

Abundance Wealth Counselors first reported a position in WMT in Q1 2022 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Abundance Wealth Counselors held 7,106 shares of Walmart Inc worth $883K as of Q1 2026.
  • Walmart Inc was a new Abundance Wealth Counselors position in Q1 2026.
  • Walmart Inc made up 0.13% of Abundance Wealth Counselors's portfolio in Q1 2026, its #115 holding.
  • Abundance Wealth Counselors first reported a position in Walmart Inc in Q1 2022 and has held it in 6 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.