Coppell Advisory Solutions’s Walmart Inc WMT Stock Holding History

Coppell Advisory Solutions’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	$3.27M	Buy	+38,904	New	+$4.83M	0.27%	74
2026 Q1	–	Sell	-22,561	Closed	-$2.53M	–	376
2025 Q4	$2.53M	Buy	22,561 +2,272	+11%	+$244K	0.25%	82
2025 Q3	$2.09M	Buy	20,289 +968	+5%	+$96.4K	0.22%	99
2025 Q2	$1.88M	Sell	19,321 -7,249	-27%	-$691K	0.22%	102
2025 Q1	$2.55M	Sell	26,570 -184,825	-87%	-$17.3M	0.35%	58
2024 Q4	$19.2M	Sell	211,395 -64,843	-23%	-$5.63M	2.68%	8
2024 Q3	$22M	Buy	276,238 +252,613	+1,069%	+$18.6M	3.24%	5
2024 Q2	$1.6M	Buy	+23,625	New	+$1.49M	0.26%	83
2023 Q4	$340K	Buy	6,465 +4,062	+169%	+$215K	0.07%	190
2023 Q3	$114K	Sell	2,403 -16,752	-87%	-$891K	0.04%	208
2023 Q2	$985K	Buy	+19,155	New	+$966K	0.28%	83
2023 Q1	–	Sell	-2,403	Closed	-$114K	–	1090
2022 Q4	$114K	Buy	+2,403	New	+$114K	0.04%	211
2020 Q4	$1.12M	Buy	+23,226	New	+$1.13M	0.56%	49

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coppell Advisory Solutions's WMT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Walmart Inc (WMT) in Q2 2026: 38,904 shares worth $3.27M. The stake represents 0.27% of the portfolio and ranks #74 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WMT as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in WMT in Q4 2020 and has held it in 13 quarters since. The position peaked at $22M in Q3 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Coppell Advisory Solutions held 38,904 shares of Walmart Inc worth $3.27M as of Q2 2026.
Walmart Inc was a new Coppell Advisory Solutions position in Q2 2026.
Walmart Inc made up 0.27% of Coppell Advisory Solutions's portfolio in Q2 2026, its #74 holding.
Coppell Advisory Solutions first reported a position in Walmart Inc in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's Walmart Inc position peaked at $22M in Q3 2024.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.