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Cooper Financial Group’s Walmart Inc WMT Stock Holding History

Cooper Financial Group’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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. 2,199 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.
  • 2,199 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.