Cooper/Haims Advisors’s Walmart Inc WMT Stock Holding History

Cooper/Haims 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 Q1	$475K	Buy	3,821 +1,425	+59%	+$175K	0.22%	47
2025 Q4	$267K	Buy	2,396 +375	+19%	+$40.3K	0.12%	71
2025 Q3	$208K	Sell	2,021 -450	-18%	-$44.8K	0.1%	81
2025 Q2	$242K	Buy	+2,471	New	+$235K	0.12%	74
2021 Q2	–	Sell	-6,378	Closed	-$289K	–	91
2021 Q1	$289K	Sell	6,378 -492	-7%	-$22.8K	0.2%	56
2020 Q4	$330K	Buy	+6,870	New	+$334K	0.25%	45

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cooper/Haims Advisors's WMT Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Walmart Inc (WMT) stake by 59% in Q1 2026, buying an estimated $175K and bringing the position to 3,821 shares worth $475K. The position accounts for 0.22% of the portfolio, ranked #47.

Cooper/Haims Advisors first reported a position in WMT in Q4 2020 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Cooper/Haims Advisors held 3,821 shares of Walmart Inc worth $475K as of Q1 2026.
Cooper/Haims Advisors bought 1,425 Walmart Inc shares in Q1 2026, an estimated $175K.
Walmart Inc made up 0.22% of Cooper/Haims Advisors's portfolio in Q1 2026, its #47 holding.
Cooper/Haims Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 6 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.