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Coppell Advisory Solutions Corp’s Walmart Inc WMT Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$387K Buy
+6,426
New +$368K 0.07% 171
2023
Q1 		– Sell
-2,403
Closed -$114K – 1090
2022
Q4 		$114K Buy
+2,403
New +$114K 0.04% 211

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coppell Advisory Solutions Corp's WMT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Walmart Inc (WMT) in Q1 2024: 6,426 shares worth $387K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in WMT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in WMT in Q4 2022 and has held it in 2 quarters since. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 6,426 shares of Walmart Inc worth $387K as of Q1 2024.
  • Walmart Inc was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Walmart Inc made up 0.07% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #171 holding.
  • Coppell Advisory Solutions Corp first reported a position in Walmart Inc in Q4 2022 and has held it in 2 quarters since.
  • 3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.