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 Q2	$238K	Sell	2,099 -629	-23%	-$78.1K	0.02%	149
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Koss-Olinger Consulting's WMT Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Walmart Inc (WMT) stake by 23% in Q2 2026, selling an estimated $78.1K and leaving 2,099 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #149.

Koss-Olinger Consulting first reported a position in WMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $551K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Koss-Olinger Consulting held 2,099 shares of Walmart Inc worth $238K as of Q2 2026.
Koss-Olinger Consulting sold 629 Walmart Inc shares in Q2 2026, an estimated $78.1K.
Walmart Inc made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #149 holding.
Koss-Olinger Consulting first reported a position in Walmart Inc in Q1 2021 and has held it in 15 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 Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.