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Copperwynd Financial’s Walmart Inc WMT Stock Holding History

Copperwynd Financial’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
2025
Q2 		$3.53M Buy
36,115
+2,933
+9% +$279K 0.88% 23
2025
Q1 		$2.91M Buy
+33,182
New +$3.11M 0.8% 26
2024
Q3 		– Sell
-12,605
Closed -$865K – 155
2024
Q2 		$865K Buy
+12,605
New +$794K 0.28% 61
2023
Q2 		– Sell
-13,053
Closed -$642K – 152
2023
Q1 		$642K Buy
13,053
+108
+0.8% +$5.13K 0.33% 66
2022
Q4 		$612K Sell
12,945
-66
-0.5% -$3.13K 0.34% 68
2022
Q3 		$563K Sell
13,011
-333
-2% -$14.6K 0.32% 67
2022
Q2 		$541K Sell
13,344
-126
-0.9% -$5.81K 0.32% 75
2022
Q1 		$669K Buy
13,470
+450
+3% +$21.1K 0.28% 66
2021
Q4 		$628K Sell
13,020
-687
-5% -$32.8K 0.24% 74
2021
Q3 		$637K Buy
13,707
+1,326
+11% +$63.9K 0.26% 70
2021
Q2 		$582K Buy
12,381
+312
+3% +$14.5K 0.25% 79
2021
Q1 		$546K Sell
12,069
-609
-5% -$28.2K 0.25% 68
2020
Q4 		$609K Sell
12,678
-471
-4% -$22.9K 0.29% 52
2020
Q3 		$613K Sell
13,149
-591
-4% -$26.3K 0.33% 42
2020
Q2 		$549K Sell
13,740
-1,506
-10% -$61.9K 0.31% 41
2020
Q1 		$577K Sell
15,246
-1,431
-9% -$55K 0.27% 24
2019
Q4 		$661K Buy
16,677
+375
+2% +$14.9K 0.35% 48
2019
Q3 		$653K Buy
16,302
+1,158
+8% +$43.7K 0.37% 42
2019
Q2 		$558K Buy
15,144
+318
+2% +$11K 0.32% 45
2019
Q1 		$482K Buy
14,826
+69
+0.5% +$2.24K 0.29% 52
2018
Q4 		$458K Sell
14,757
-276
-2% -$8.85K 0.28% 35
2018
Q3 		$471K Buy
15,033
+543
+4% +$16.6K 0.29% 51
2018
Q2 		$414K Buy
14,490
+114
+0.8% +$3.24K 0.29% 55
2018
Q1 		$426K Buy
14,376
+1,383
+11% +$44.5K 0.29% 50
2017
Q4 		$428K Buy
+12,993
New +$398K 0.31% 51

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Copperwynd Financial's WMT Position: Q2 2025 in Review

Copperwynd Financial increased its Walmart Inc (WMT) stake by 8.8% in Q2 2025, buying an estimated $279K and bringing the position to 36,115 shares worth $3.53M. The position accounts for 0.88% of the portfolio, ranked #23.

Copperwynd Financial first reported a position in WMT in Q4 2017 and has held it in 25 quarters since. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Copperwynd Financial held 36,115 shares of Walmart Inc worth $3.53M as of Q2 2025.
  • Copperwynd Financial bought 2,933 Walmart Inc shares in Q2 2025, an estimated $279K.
  • Walmart Inc made up 0.88% of Copperwynd Financial's portfolio in Q2 2025, its #23 holding.
  • Copperwynd Financial first reported a position in Walmart Inc in Q4 2017 and has held it in 25 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.