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Coordinated Financial Services’s Walmart Inc WMT Stock Holding History

Coordinated Financial Services’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 		$1.82M Sell
14,623
-915
-6% -$112K 1.04% 19
2025
Q4 		$1.73M Sell
15,538
-839
-5% -$90.1K 1% 22
2025
Q3 		$1.69M Buy
16,377
+23
+0.1% +$2.29K 1.08% 20
2025
Q2 		$1.6M Buy
16,354
+506
+3% +$48.2K 1.11% 20
2025
Q1 		$1.39M Sell
15,848
-43
-0.3% -$4.03K 1.07% 23
2024
Q4 		$1.44M Buy
+15,891
New +$1.38M 1.12% 22
2024
Q2 		$1.07M Buy
15,808
+268
+2% +$16.9K 0.92% 31
2024
Q1 		$935K Buy
+15,540
New +$889K 0.82% 36

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coordinated Financial Services's WMT Position: Q1 2026 in Review

Coordinated Financial Services reduced its Walmart Inc (WMT) stake by 5.9% in Q1 2026, selling an estimated $112K and leaving 14,623 shares worth $1.82M. The position accounts for 1.04% of the portfolio, ranked #19.

Coordinated Financial Services first reported a position in WMT in Q1 2024 and has held it in 8 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Coordinated Financial Services held 14,623 shares of Walmart Inc worth $1.82M as of Q1 2026.
  • Coordinated Financial Services sold 915 Walmart Inc shares in Q1 2026, an estimated $112K.
  • Walmart Inc made up 1.04% of Coordinated Financial Services's portfolio in Q1 2026, its #19 holding.
  • Coordinated Financial Services first reported a position in Walmart Inc in Q1 2024 and has held it in 8 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.