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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
Q2 		$305K Sell
2,695
-1,126
-29% -$140K 0.13% 79
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
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

Cooper/Haims Advisors's WMT Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its Walmart Inc (WMT) stake by 29% in Q2 2026, selling an estimated $140K and leaving 2,695 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #79.

Cooper/Haims Advisors first reported a position in WMT in Q4 2020 and has held it in 7 quarters since. The position peaked at $475K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cooper/Haims Advisors held 2,695 shares of Walmart Inc worth $305K as of Q2 2026.
  • Cooper/Haims Advisors sold 1,126 Walmart Inc shares in Q2 2026, an estimated $140K.
  • Walmart Inc made up 0.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #79 holding.
  • Cooper/Haims Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 7 quarters since.
  • Cooper/Haims Advisors's Walmart Inc position peaked at $475K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.