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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
Q2 		$519K Sell
4,581
-169
-4% -$21K 0.09% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coyle Financial Counsel's WMT Position: Q2 2026 in Review

Coyle Financial Counsel reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2026, selling an estimated $21K and leaving 4,581 shares worth $519K. The position accounts for 0.09% of the portfolio, ranked #78.

Coyle Financial Counsel first reported a position in WMT in Q2 2018 and has held it in 9 quarters since. The position peaked at $590K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Coyle Financial Counsel held 4,581 shares of Walmart Inc worth $519K as of Q2 2026.
  • Coyle Financial Counsel sold 169 Walmart Inc shares in Q2 2026, an estimated $21K.
  • Walmart Inc made up 0.09% of Coyle Financial Counsel's portfolio in Q2 2026, its #78 holding.
  • Coyle Financial Counsel first reported a position in Walmart Inc in Q2 2018 and has held it in 9 quarters since.
  • Coyle Financial Counsel's Walmart Inc position peaked at $590K in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.