Cooper Financial Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.58M | Sell |
31,601
-2,851
| -8% | -$354K | 0.3% | 59 |
|
|
2026
Q1 | $4.28M | Sell |
34,452
-7,952
| -19% | -$976K | 0.43% | 45 |
|
|
2025
Q4 | $4.72M | Buy |
42,404
+195
| +0.5% | +$20.9K | 0.5% | 35 |
|
|
2025
Q3 | $4.35M | Buy |
42,209
+3,462
| +9% | +$345K | 0.48% | 37 |
|
|
2025
Q2 | $3.79M | Sell |
38,747
-9,301
| -19% | -$886K | 0.45% | 41 |
|
|
2025
Q1 | $4.22M | Buy |
48,048
+1,090
| +2% | +$102K | 0.56% | 36 |
|
|
2024
Q4 | $4.24M | Buy |
46,958
+2,980
| +7% | +$259K | 0.51% | 39 |
|
|
2024
Q3 | $3.55M | Buy |
43,978
+10,876
| +33% | +$799K | 0.46% | 39 |
|
|
2024
Q2 | $2.24M | Buy |
33,102
+8,548
| +35% | +$538K | 0.33% | 58 |
|
|
2024
Q1 | $1.48M | Buy |
24,554
+2,120
| +9% | +$121K | 0.24% | 83 |
|
|
2023
Q4 | $1.18M | Buy |
22,434
+1,926
| +9% | +$102K | 0.21% | 92 |
|
|
2023
Q3 | $1.09M | Buy |
20,508
+27
| +0.1% | +$1.44K | 0.26% | 93 |
|
|
2023
Q2 | $1.07M | Buy |
20,481
+3,717
| +22% | +$188K | 0.27% | 87 |
|
|
2023
Q1 | $824K | Buy |
16,764
+957
| +6% | +$45.4K | 0.22% | 112 |
|
|
2022
Q4 | $747K | Buy |
15,807
+2,205
| +16% | +$105K | 0.23% | 106 |
|
|
2022
Q3 | $588K | Buy |
13,602
+99
| +0.7% | +$4.34K | 0.21% | 115 |
|
|
2022
Q2 | $547K | Sell |
13,503
-306
| -2% | -$14.1K | 0.2% | 119 |
|
|
2022
Q1 | $686K | Buy |
13,809
+1,644
| +14% | +$77.2K | 0.26% | 89 |
|
|
2021
Q4 | $587K | Sell |
12,165
-5,454
| -31% | -$260K | 0.22% | 104 |
|
|
2021
Q3 | $819K | Buy |
17,619
+531
| +3% | +$25.6K | 0.17% | 92 |
|
|
2021
Q2 | $803K | Sell |
17,088
-879
| -5% | -$40.9K | 0.16% | 90 |
|
|
2021
Q1 | $813K | Buy |
17,967
+306
| +2% | +$14.2K | 0.18% | 81 |
|
|
2020
Q4 | $849K | Buy |
17,661
+4,626
| +35% | +$225K | 0.17% | 100 |
|
|
2020
Q3 | $608K | Buy |
13,035
+882
| +7% | +$39.2K | 0.18% | 79 |
|
|
2020
Q2 | $485K | Buy |
12,153
+1,149
| +10% | +$47.3K | 0.16% | 95 |
|
|
2020
Q1 | $417K | Buy |
11,004
+2,733
| +33% | +$105K | 0.17% | 84 |
|
|
2019
Q4 | $328K | Buy |
8,271
+54
| +0.7% | +$2.14K | 0.13% | 97 |
|
|
2019
Q3 | $325K | Buy |
8,217
+723
| +10% | +$27.3K | 0.15% | 94 |
|
|
2019
Q2 | $276K | Buy |
7,494
+408
| +6% | +$14.1K | 0.13% | 96 |
|
|
2019
Q1 | $230K | Sell |
7,086
-348
| -5% | -$11.3K | 0.13% | 102 |
|
|
2018
Q4 | $231K | Buy |
+7,434
| New | +$238K | 0.16% | 89 |
|
Other funds holding WMT
Cooper Financial Group's WMT Position: Q2 2026 in Review
Cooper Financial Group reduced its Walmart Inc (WMT) stake by 8.3% in Q2 2026, selling an estimated $354K and leaving 31,601 shares worth $3.58M. The position accounts for 0.3% of the portfolio, ranked #59.
Cooper Financial Group first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.72M in Q4 2025. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Cooper Financial Group held 31,601 shares of Walmart Inc worth $3.58M as of Q2 2026.
- Cooper Financial Group sold 2,851 Walmart Inc shares in Q2 2026, an estimated $354K.
- Walmart Inc made up 0.3% of Cooper Financial Group's portfolio in Q2 2026, its #59 holding.
- Cooper Financial Group first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- Cooper Financial Group's Walmart Inc position peaked at $4.72M in Q4 2025.
- 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.