JWCA
WMT icon

J.W. Coons Advisors’s Walmart Inc WMT Stock Holding History

J.W. Coons Advisors’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 		$5.04M Buy
51,583
+190
+0.4% +$18.1K 1.14% 20
2025
Q1 		$4.51M Buy
51,393
+900
+2% +$84.4K 1.19% 21
2024
Q4 		$4.56M Hold
50,493
– – 1.17% 18
2024
Q3 		$4.08M Sell
50,493
-800
-2% -$58.8K 1.02% 27
2024
Q2 		$3.47M Hold
51,293
– – 0.84% 29
2024
Q1 		$3.09M Sell
51,293
-700
-1% -$40.1K 0.7% 33
2023
Q4 		$2.73M Sell
51,993
-300
-0.6% -$15.9K 0.74% 35
2023
Q3 		$2.79M Sell
52,293
-1,500
-3% -$79.8K 0.8% 31
2023
Q2 		$2.82M Hold
53,793
– – 0.77% 33
2023
Q1 		$2.64M Hold
53,793
– – 0.76% 36
2022
Q4 		$2.54M Buy
53,793
+1,050
+2% +$49.9K 0.76% 37
2022
Q3 		$2.28M Buy
52,743
+1,500
+3% +$65.7K 0.86% 34
2022
Q2 		$2.07M Hold
51,243
– – 0.73% 40
2022
Q1 		$2.54M Buy
51,243
+2,700
+6% +$127K 0.76% 40
2021
Q4 		$2.33M Sell
48,543
-831
-2% -$39.7K 0.71% 39
2021
Q3 		$2.3M Sell
49,374
-600
-1% -$28.9K 0.79% 37
2021
Q2 		$2.35M Sell
49,974
-3,075
-6% -$143K 0.83% 37
2021
Q1 		$2.4M Sell
53,049
-3,165
-6% -$147K 0.86% 32
2020
Q4 		$2.7M Sell
56,214
-15,072
-21% -$732K 1.03% 24
2020
Q3 		$3.33M Sell
71,286
-1,461
-2% -$65K 1.38% 13
2020
Q2 		$2.91M Buy
72,747
+1,620
+2% +$66.6K 1.29% 15
2020
Q1 		$2.69M Buy
+71,127
New +$2.74M 1.41% 12

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 $134M AUM 21.11% 1-Year Est. Return

J.W. Coons Advisors's WMT Position: Q2 2025 in Review

J.W. Coons Advisors increased its Walmart Inc (WMT) stake by 0.37% in Q2 2025, buying an estimated $18.1K and bringing the position to 51,583 shares worth $5.04M. The position accounts for 1.14% of the portfolio, ranked #20.

J.W. Coons Advisors first reported a position in WMT in Q1 2020 and has held it in 22 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • J.W. Coons Advisors held 51,583 shares of Walmart Inc worth $5.04M as of Q2 2025.
  • J.W. Coons Advisors bought 190 Walmart Inc shares in Q2 2025, an estimated $18.1K.
  • Walmart Inc made up 1.14% of J.W. Coons Advisors's portfolio in Q2 2025, its #20 holding.
  • J.W. Coons Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 22 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.