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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
Q2 		$26.7K Hold
236
– – 0.02% 266
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 $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

Copia Wealth Management's WMT Position: Q2 2026 in Review

Copia Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 236 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #266.

Copia Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.3K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Copia Wealth Management held 236 shares of Walmart Inc worth $26.7K as of Q2 2026.
  • Copia Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Copia Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Walmart Inc position peaked at $29.3K in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.