WMT WAL-MART STORES INC COM

Ownership history in ABNER HERRMAN & BROCK LLC  ·  89 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported WAL-MART STORES INC COM (WMT) in 89 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.78% in 2026 Q1. The latest visible filing shows WMT at 2.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in WAL-MART STORES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMT was reported at 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.78% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 202,162 -825 -0.4% 2.78% $25K 2026-04-07 $122.78
2025 Q4 REDUCED 202,987 -2,405 -1.2% 2.31% $22.6M 2026-01-06 $114.11
2025 Q3 REDUCED 205,392 -2,224 -1.1% 2.18% $21.2M 2025-10-14 $106.77
2025 Q2 ADDED 207,616 +200 +0.1% 2.27% $20.3M 2025-07-07 $98.71
2025 Q1 ADDED 207,416 +1,080 +0.5% 2.32% $18.2M 2025-04-08 $81.07
2024 Q4 REDUCED 206,336 -119 -0.1% 2.32% $18.6M 2025-01-24 $93.67
2024 Q3 ADDED 206,455 +2,098 +1.0% 2.01% $16.7M 2024-10-08 $78.62
2024 Q2 ADDED 204,357 +189 +0.1% 1.75% $13.8M 2024-07-18 $69.65
2024 Q1 ADDED 204,168 +137,913 +208.2% 1.53% $12.3M 2024-04-09 $58.60
2023 Q4 REDUCED 66,255 -435 -0.7% 1.47% $10.4M 2024-01-09 $51.87
79 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ABNER HERRMAN & BROCK LLC and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning WMT?

ABNER HERRMAN & BROCK LLC reported WMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMT position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for WMT was 2.78% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when ABNER HERRMAN & BROCK LLC reported 202,162 shares, equal to 2.78% of portfolio, with an estimated market value of $25K.

What does the chart on this WMT ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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