Koss-Olinger Consulting’s Walmart Inc WMT Stock Holding History

Koss-Olinger Consulting’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	$339K	Sell	2,728 -1,090	-29%	-$134K	0.03%	189
2025 Q4	$425K	Sell	3,818 -1,684	-31%	-$181K	0.03%	181
2025 Q3	$538K	Sell	5,502 -132	-2%	-$13.1K	0.04%	190
2025 Q2	$551K	Sell	5,634 -310	-5%	-$29.5K	0.05%	187
2025 Q1	$522K	Buy	+5,944	New	+$558K	0.04%	189
2024 Q4	–	Sell	-5,039	Closed	-$407K	–	294
2024 Q3	$407K	Buy	5,039 +2,045	+68%	+$150K	0.04%	186
2024 Q2	$203K	Buy	+2,994	New	+$189K	0.02%	245
2024 Q1	–	Sell	-6,435	Closed	-$338K	–	320
2023 Q4	$338K	Buy	6,435 +24	+0.4%	+$1.27K	0.03%	225
2023 Q3	$342K	Sell	6,411 -198	-3%	-$10.5K	0.05%	170
2023 Q2	$346K	Hold	6,609	–	–	0.04%	170
2023 Q1	$325K	Buy	6,609 +2,226	+51%	+$106K	0.04%	168
2022 Q4	$207K	Buy	+4,383	New	+$208K	0.03%	207
2021 Q3	–	Sell	-4,374	Closed	-$206K	–	278
2021 Q2	$206K	Sell	4,374 -1,146	-21%	-$53.4K	0.03%	222
2021 Q1	$250K	Buy	+5,520	New	+$256K	0.04%	194

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

Koss-Olinger Consulting's WMT Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $134K and leaving 2,728 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #189.

Koss-Olinger Consulting first reported a position in WMT in Q1 2021 and has held it in 14 quarters since. The position peaked at $551K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Koss-Olinger Consulting held 2,728 shares of Walmart Inc worth $339K as of Q1 2026.
Koss-Olinger Consulting sold 1,090 Walmart Inc shares in Q1 2026, an estimated $134K.
Walmart Inc made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #189 holding.
Koss-Olinger Consulting first reported a position in Walmart Inc in Q1 2021 and has held it in 14 quarters since.
Koss-Olinger Consulting's Walmart Inc position peaked at $551K in Q2 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.