Cosner Financial Group’s Walmart Inc WMT Stock Holding History

Cosner Financial Group’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	$282K	Sell	2,488 -49	-2%	-$6.08K	0.14%	34
2026 Q1	$315K	Buy	2,537 +53	+2%	+$6.51K	0.17%	32
2025 Q4	$277K	Sell	2,484 -4	-0.2%	-$429	0.14%	34
2025 Q3	$256K	Buy	+2,488	New	+$248K	0.14%	34
2025 Q2	–	Sell	-2,488	Closed	-$218K	–	38
2025 Q1	$218K	Buy	2,488 +4	+0.2%	+$375	0.13%	36
2024 Q4	$224K	Hold	2,484	–	–	0.14%	36
2024 Q3	$201K	Buy	+2,484	New	+$182K	0.13%	36

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

Cosner Financial Group's WMT Position: Q2 2026 in Review

Cosner Financial Group reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $6.08K and leaving 2,488 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #34.

Cosner Financial Group first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cosner Financial Group held 2,488 shares of Walmart Inc worth $282K as of Q2 2026.
Cosner Financial Group sold 49 Walmart Inc shares in Q2 2026, an estimated $6.08K.
Walmart Inc made up 0.14% of Cosner Financial Group's portfolio in Q2 2026, its #34 holding.
Cosner Financial Group first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
Cosner Financial Group's Walmart Inc position peaked at $315K in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.