COWA LLC’s Walmart Inc WMT Stock Holding History

COWA LLC’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 Q1	–	Sell	-1,000	Closed	-$111K	–	163
2025 Q4	$111K	Buy	+1,000	New	+$107K	0.03%	152

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

COWA LLC's WMT Position: Q1 2026 in Review

COWA LLC reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $370K and leaving 14,169 shares worth $1.76M. The position accounts for 0.48% of the portfolio, ranked #38.

COWA LLC first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

COWA LLC held 14,169 shares of Walmart Inc worth $1.76M as of Q1 2026.
COWA LLC sold 3,012 Walmart Inc shares in Q1 2026, an estimated $370K.
Walmart Inc made up 0.48% of COWA LLC's portfolio in Q1 2026, its #38 holding.
COWA LLC first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
COWA LLC's Walmart Inc position peaked at $1.91M in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.