COFG Advisors’s Walmart Inc WMT Stock Holding History

COFG Advisors’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	$1.43M	Buy	12,654 +4,859	+62%	+$603K	0.25%	71
2026 Q1	$969K	Sell	7,795 -261	-3%	-$32K	0.24%	77
2025 Q4	$898K	Buy	+8,056	New	+$865K	0.22%	76

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COFG Advisors's WMT Position: Q2 2026 in Review

COFG Advisors increased its Walmart Inc (WMT) stake by 62% in Q2 2026, buying an estimated $603K and bringing the position to 12,654 shares worth $1.43M. The position accounts for 0.25% of the portfolio, ranked #71.

COFG Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,390 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

COFG Advisors held 12,654 shares of Walmart Inc worth $1.43M as of Q2 2026.
COFG Advisors bought 4,859 Walmart Inc shares in Q2 2026, an estimated $603K.
Walmart Inc made up 0.25% of COFG Advisors's portfolio in Q2 2026, its #71 holding.
COFG Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,390 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.