CFC
WMT icon

Coyle Financial Counsel’s Walmart Inc WMT Stock Holding History

Coyle Financial Counsel’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 		$590K Buy
4,750
+401
+9% +$49.2K 0.12% 59
2025
Q4 		$485K Buy
4,349
+412
+10% +$44.2K 0.1% 69
2025
Q3 		$406K Buy
3,937
+104
+3% +$10.4K 0.09% 69
2025
Q2 		$375K Buy
3,833
+135
+4% +$12.9K 0.1% 64
2025
Q1 		$325K Buy
3,698
+267
+8% +$25K 0.1% 60
2024
Q4 		$310K Buy
3,431
+102
+3% +$8.85K 0.1% 62
2024
Q3 		$225K Buy
+3,329
New +$244K 0.08% 65
2018
Q3 		– Sell
-297
Closed -$8K – 306
2018
Q2 		$8K Buy
+297
New +$8.44K 0.01% 134

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coyle Financial Counsel's WMT Position: Q1 2026 in Review

Coyle Financial Counsel increased its Walmart Inc (WMT) stake by 9.2% in Q1 2026, buying an estimated $49.2K and bringing the position to 4,750 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #59.

Coyle Financial Counsel first reported a position in WMT in Q2 2018 and has held it in 8 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Coyle Financial Counsel held 4,750 shares of Walmart Inc worth $590K as of Q1 2026.
  • Coyle Financial Counsel bought 401 Walmart Inc shares in Q1 2026, an estimated $49.2K.
  • Walmart Inc made up 0.12% of Coyle Financial Counsel's portfolio in Q1 2026, its #59 holding.
  • Coyle Financial Counsel first reported a position in Walmart Inc in Q2 2018 and has held it in 8 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.