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Cabot Wealth Management’s Walmart Inc WMT Stock Holding History

Cabot 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 		$221K Buy
1,950
+279
+17% +$34.6K 0.02% 136
2026
Q1 		$208K Buy
+1,671
New +$205K 0.02% 137
2022
Q3 		– Sell
-5,091
Closed -$206K – 157
2022
Q2 		$206K Sell
5,091
-1,020
-17% -$47K 0.03% 150
2022
Q1 		$303K Sell
6,111
-90
-1% -$4.22K 0.04% 139
2021
Q4 		$299K Buy
6,201
+90
+1% +$4.3K 0.04% 141
2021
Q3 		$284K Hold
6,111
– – 0.04% 140
2021
Q2 		$287K Hold
6,111
– – 0.04% 139
2021
Q1 		$277K Buy
+6,111
New +$283K 0.04% 137

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

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

Cabot Wealth Management increased its Walmart Inc (WMT) stake by 17% in Q2 2026, buying an estimated $34.6K and bringing the position to 1,950 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #136.

Cabot Wealth Management first reported a position in WMT in Q1 2021 and has held it in 8 quarters since. The position peaked at $303K in Q1 2022. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cabot Wealth Management held 1,950 shares of Walmart Inc worth $221K as of Q2 2026.
  • Cabot Wealth Management bought 279 Walmart Inc shares in Q2 2026, an estimated $34.6K.
  • Walmart Inc made up 0.02% of Cabot Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Cabot Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 8 quarters since.
  • Cabot Wealth Management's Walmart Inc position peaked at $303K in Q1 2022.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.