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Coleford Investment Management’s Walmart Inc WMT Stock Holding History

Coleford Investment 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 		$33.2M Sell
293,310
-2,805
-0.9% -$348K 7.25% 3
2026
Q1 		$36.9M Sell
296,115
-40,420
-12% -$4.96M 9.04% 1
2025
Q4 		$37.6M Sell
336,535
-8,070
-2% -$866K 9.14% 2
2025
Q3 		$35.5M Sell
344,605
-3,190
-0.9% -$318K 8.53% 2
2025
Q2 		$34M Sell
347,795
-1,535
-0.4% -$146K 8.78% 2
2025
Q1 		$30.7M Sell
349,330
-9,955
-3% -$934K 8.63% 1
2024
Q4 		$32.5M Buy
+359,285
New +$31.2M 8.57% 1

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

Coleford Investment Management's WMT Position: Q2 2026 in Review

Coleford Investment Management reduced its Walmart Inc (WMT) stake by 0.95% in Q2 2026, selling an estimated $348K and leaving 293,310 shares worth $33.2M. The position accounts for 7.25% of the portfolio, ranked #3.

Coleford Investment Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.6M in Q4 2025. 4,371 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Coleford Investment Management held 293,310 shares of Walmart Inc worth $33.2M as of Q2 2026.
  • Coleford Investment Management sold 2,805 Walmart Inc shares in Q2 2026, an estimated $348K.
  • Walmart Inc made up 7.25% of Coleford Investment Management's portfolio in Q2 2026, its #3 holding.
  • Coleford Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Coleford Investment Management's Walmart Inc position peaked at $37.6M in Q4 2025.
  • 4,371 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Coleford Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.