Koshinski Asset Management
WMT icon

Koshinski Asset Management’s Walmart Inc WMT Stock Holding History

Koshinski Asset Management’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 		$9.3M Sell
82,075
-636
-0.8% -$79K 0.49% 42
2026
Q1 		$10.3M Sell
82,711
-3,242
-4% -$398K 0.64% 28
2025
Q4 		$9.58M Buy
85,953
+1,864
+2% +$200K 0.62% 31
2025
Q3 		$8.67M Sell
84,089
-1,705
-2% -$170K 0.58% 33
2025
Q2 		$8.39M Buy
85,794
+1,903
+2% +$181K 0.63% 26
2025
Q1 		$7.36M Buy
83,891
+2,469
+3% +$232K 0.63% 29
2024
Q4 		$7.36B Buy
81,422
+220
+0.3% +$19.1K 0.63% 27
2024
Q3 		$6.56M Buy
81,202
+3,979
+5% +$292K 0.57% 32
2024
Q2 		$5.4M Buy
77,223
+26,943
+54% +$1.7M 0.5% 41
2024
Q1 		$3.03M Buy
50,280
+8,949
+22% +$512K 0.31% 69
2023
Q4 		$2.17M Sell
41,331
-32,073
-44% -$1.7M 0.33% 76
2023
Q3 		$3.91M Sell
73,404
-4,092
-5% -$218K 0.45% 44
2023
Q2 		$4.06M Sell
77,496
-9,963
-11% -$503K 0.44% 43
2023
Q1 		$4.3M Sell
87,459
-4,464
-5% -$212K 0.42% 54
2022
Q4 		$4.34M Sell
91,923
-1,788
-2% -$84.9K 0.42% 48
2022
Q3 		$4.05M Buy
93,711
+918
+1% +$40.2K 0.48% 44
2022
Q2 		$3.76M Buy
92,793
+2,139
+2% +$98.6K 0.37% 61
2022
Q1 		$4.5M Buy
90,654
+3,702
+4% +$174K 0.37% 56
2021
Q4 		$4.19M Buy
86,952
+5,694
+7% +$272K 0.34% 62
2021
Q3 		$3.78M Buy
81,258
+13,272
+20% +$639K 0.33% 66
2021
Q2 		$3.2M Sell
67,986
-10,803
-14% -$503K 0.4% 57
2021
Q1 		$3.57M Buy
78,789
+14,220
+22% +$659K 0.38% 65
2020
Q4 		$3.1M Buy
64,569
+3,642
+6% +$177K 0.39% 59
2020
Q3 		$2.93K Sell
60,927
-4,359
-7% -$194K 0.39% 58
2020
Q2 		$2.61M Buy
65,286
+2,673
+4% +$110K 0.42% 56
2020
Q1 		$2.37M Buy
62,613
+26,556
+74% +$1.02M 0.5% 48
2019
Q4 		$1.44M Buy
36,057
+2,670
+8% +$106K 0.25% 121
2019
Q3 		$1.32M Buy
33,387
+7,539
+29% +$285K 0.92% 35
2019
Q2 		$952K Sell
25,848
-8,235
-24% -$284K 0.39% 76
2019
Q1 		$1.11K Sell
34,083
-10,641
-24% -$345K 0.3% 96
2018
Q4 		$1.39M Sell
44,724
-24,780
-36% -$794K 0.34% 87
2018
Q3 		$2.18M Buy
69,504
+41,037
+144% +$1.26M 0.31% 92
2018
Q2 		$813K Sell
28,467
-1,986
-7% -$56.5K 0.25% 132
2018
Q1 		$905K Sell
30,453
-4,077
-12% -$131K 0.28% 117
2017
Q4 		$1.14M Buy
34,530
+15,978
+86% +$489K 0.28% 117
2017
Q3 		$483K Buy
18,552
+2,052
+12% +$53.8K 0.16% 204
2017
Q2 		$416K Sell
16,500
-3,672
-18% -$93.2K 0.15% 215
2017
Q1 		$485K Buy
20,172
+984
+5% +$22.6K 0.19% 163
2016
Q4 		$442K Sell
19,188
-4,020
-17% -$93.8K 0.22% 153
2016
Q3 		$558K Buy
23,208
+5,982
+35% +$145K 0.28% 119
2016
Q2 		$419K Buy
17,226
+600
+4% +$13.9K 0.23% 144
2016
Q1 		$390K Buy
16,626
+2,721
+20% +$59.7K 0.25% 132
2015
Q4 		$284K Buy
13,905
+1,281
+10% +$25.7K 0.2% 149
2015
Q3 		$298K Buy
12,624
+1,950
+18% +$44.7K 0.19% 159
2015
Q2 		$252K Buy
10,674
+156
+1% +$3.98K 0.16% 189
2015
Q1 		$288K Sell
10,518
-456
-4% -$12.9K 0.19% 162
2014
Q4 		$314K Buy
+10,974
New +$297K 0.18% 157

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management's WMT Position: Q2 2026 in Review

Koshinski Asset Management reduced its Walmart Inc (WMT) stake by 0.77% in Q2 2026, selling an estimated $79K and leaving 82,075 shares worth $9.3M. The position accounts for 0.49% of the portfolio, ranked #42.

Koshinski Asset Management first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.36B in Q4 2024. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Koshinski Asset Management held 82,075 shares of Walmart Inc worth $9.3M as of Q2 2026.
  • Koshinski Asset Management sold 636 Walmart Inc shares in Q2 2026, an estimated $79K.
  • Walmart Inc made up 0.49% of Koshinski Asset Management's portfolio in Q2 2026, its #42 holding.
  • Koshinski Asset Management first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's Walmart Inc position peaked at $7.36B in Q4 2024.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.