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CogentBlue Wealth Advisors’s Walmart Inc WMT Stock Holding History

CogentBlue Wealth 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 		$423K Buy
3,732
+87
+2% +$10.8K 0.24% 61
2026
Q1 		$453K Hold
3,645
– – 0.3% 43
2025
Q4 		$406K Buy
3,645
+51
+1% +$5.48K 0.28% 45
2025
Q3 		$370K Buy
3,594
+100
+3% +$9.96K 0.25% 49
2025
Q2 		$342K Buy
3,494
+85
+2% +$8.1K 0.26% 47
2025
Q1 		$299K Buy
+3,409
New +$320K 0.26% 46

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CogentBlue Wealth Advisors's WMT Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Walmart Inc (WMT) stake by 2.4% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,732 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #61.

CogentBlue Wealth Advisors first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $453K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CogentBlue Wealth Advisors held 3,732 shares of Walmart Inc worth $423K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 87 Walmart Inc shares in Q2 2026, an estimated $10.8K.
  • Walmart Inc made up 0.24% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • CogentBlue Wealth Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • CogentBlue Wealth Advisors's Walmart Inc position peaked at $453K in Q1 2026.
  • 1,076 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.