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Arthur M. Cohen & Associates’s Walmart Inc WMT Stock Holding History

Arthur M. Cohen & Associates’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 		$2.74M Buy
21,929
+794
+4% +$97.5K 0.49% 35
2025
Q4 		$2.36M Buy
21,135
+2,320
+12% +$249K 0.38% 41
2025
Q3 		$1.94M Buy
18,815
+1,315
+8% +$131K 0.33% 46
2025
Q2 		$1.71M Buy
17,500
+200
+1% +$19.1K 0.3% 47
2025
Q1 		$1.52M Buy
17,300
+87
+0.5% +$8.16K 0.29% 46
2024
Q4 		$1.56M Hold
17,213
– – 0.28% 47
2024
Q3 		$1.4M Hold
17,213
– – 0.25% 52
2024
Q2 		$1.17M Hold
17,213
– – 0.21% 58
2024
Q1 		$1.04M Sell
17,213
-1,270
-7% -$72.7K 0.22% 56
2023
Q4 		$972K Sell
18,483
-993
-5% -$52.5K 0.23% 60
2023
Q3 		$1.04M Sell
19,476
-2,400
-11% -$128K 0.27% 57
2023
Q2 		$1.15M Sell
21,876
-711
-3% -$35.9K 0.28% 54
2023
Q1 		$1.11M Sell
22,587
-4,635
-17% -$220K 0.3% 52
2022
Q4 		$1.31M Sell
27,222
-6
-0% -$285 0.36% 40
2022
Q3 		$1.23M Buy
27,228
+1,905
+8% +$83.5K 0.34% 41
2022
Q2 		$1.07M Sell
25,323
-4,170
-14% -$192K 0.27% 50
2022
Q1 		$1.46M Sell
29,493
-11,724
-28% -$550K 0.31% 50
2021
Q4 		$1.98M Sell
41,217
-6,138
-13% -$293K 0.37% 41
2021
Q3 		$2.2M Sell
47,355
-24,453
-34% -$1.18M 0.45% 39
2021
Q2 		$3.38M Buy
71,808
+609
+0.9% +$28.4K 0.65% 31
2021
Q1 		$3.22M Buy
71,199
+2,910
+4% +$135K 0.74% 28
2020
Q4 		$3.28M Buy
68,289
+2,403
+4% +$117K 0.77% 26
2020
Q3 		$3.07M Buy
65,886
+6,405
+11% +$285K 0.8% 25
2020
Q2 		$2.38M Buy
59,481
+29,022
+95% +$1.19M 0.72% 28
2020
Q1 		$1.11M Buy
30,459
+240
+0.8% +$9.23K 0.44% 35
2019
Q4 		$1.2M Sell
30,219
-150
-0.5% -$5.96K 0.37% 43
2019
Q3 		$1.2K Buy
30,369
+2,877
+10% +$109K 0.34% 42
2019
Q2 		$1.01M Sell
27,492
-150
-0.5% -$5.17K 0.35% 44
2019
Q1 		$899K Buy
27,642
+1,338
+5% +$43.4K 0.32% 45
2018
Q4 		$817 Sell
26,304
-3,360
-11% -$108K 0.26% 48
2018
Q3 		$834 Buy
29,664
+330
+1% +$10.1K 0.25% 55
2018
Q2 		$837K Sell
29,334
-3,000
-9% -$85.3K 0.32% 48
2018
Q1 		$921K Buy
32,334
+6,030
+23% +$194K 0.35% 48
2017
Q4 		$817 Buy
+26,304
New +$805K 0.22% 46
2017
Q2 		$584K Sell
23,238
-6,111
-21% -$155K 0.23% 68
2017
Q1 		$705K Buy
29,349
+99
+0.3% +$2.28K 0.32% 49
2016
Q4 		$674K Buy
+29,250
New +$683K 0.36% 47
2014
Q3 		$787K Buy
+30,204
New +$763K 0.37% 53

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

Arthur M. Cohen & Associates's WMT Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its Walmart Inc (WMT) stake by 3.8% in Q1 2026, buying an estimated $97.5K and bringing the position to 21,929 shares worth $2.74M. The position accounts for 0.49% of the portfolio, ranked #35.

Arthur M. Cohen & Associates first reported a position in WMT in Q3 2014 and has held it in 38 quarters since. The position peaked at $3.38M in Q2 2021. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Arthur M. Cohen & Associates held 21,929 shares of Walmart Inc worth $2.74M as of Q1 2026.
  • Arthur M. Cohen & Associates bought 794 Walmart Inc shares in Q1 2026, an estimated $97.5K.
  • Walmart Inc made up 0.49% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #35 holding.
  • Arthur M. Cohen & Associates first reported a position in Walmart Inc in Q3 2014 and has held it in 38 quarters since.
  • Arthur M. Cohen & Associates's Walmart Inc position peaked at $3.38M in Q2 2021.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.