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Copia Wealth Management’s Walmart Inc WMT Stock Holding History

Copia Wealth Management’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 		$29.3K Hold
236
– – 0.02% 250
2025
Q4 		$26.3K Sell
236
-45
-16% -$4.83K 0.02% 253
2025
Q3 		$29K Hold
281
– – 0.02% 234
2025
Q2 		$27.5K Buy
281
+95
+51% +$9.05K 0.02% 211
2025
Q1 		$16.3K Hold
186
– – 0.02% 240
2024
Q4 		$16.8K Buy
+186
New +$16.1K 0.02% 224

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

Copia Wealth Management's WMT Position: Q1 2026 in Review

Copia Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 236 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #250.

Copia Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Copia Wealth Management held 236 shares of Walmart Inc worth $29.3K as of Q1 2026.
  • Copia Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #250 holding.
  • Copia Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.