Kuhn & Co Investment Counsel’s Walmart Inc WMT Stock Holding History

Kuhn & Co Investment 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	$1M	Buy	8,864 +86	+1%	+$10.7K	0.58%	49
2026 Q1	$1.09M	Buy	8,778 +144	+2%	+$17.7K	0.7%	40
2025 Q4	$962K	Buy	8,634 +96	+1%	+$10.3K	0.64%	43
2025 Q3	$880K	Sell	8,538 -96	-1%	-$9.56K	0.7%	44
2025 Q2	$844K	Hold	8,634	–	–	0.64%	48
2025 Q1	$758K	Hold	8,634	–	–	0.64%	50
2024 Q4	$780K	Hold	8,634	–	–	0.66%	49
2024 Q3	$697K	Hold	8,634	–	–	0.59%	54
2024 Q2	$585K	Hold	8,634	–	–	0.52%	58
2024 Q1	$520K	Hold	8,634	–	–	0.49%	72
2023 Q4	$454K	Buy	+8,634	New	+$457K	0.46%	75

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 $3.37T AUM 44.26% 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

Kuhn & Co Investment Counsel's WMT Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Walmart Inc (WMT) stake by 0.98% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,864 shares worth $1M. The position accounts for 0.58% of the portfolio, ranked #49.

Kuhn & Co Investment Counsel first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Kuhn & Co Investment Counsel held 8,864 shares of Walmart Inc worth $1M as of Q2 2026.
Kuhn & Co Investment Counsel bought 86 Walmart Inc shares in Q2 2026, an estimated $10.7K.
Walmart Inc made up 0.58% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #49 holding.
Kuhn & Co Investment Counsel first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Walmart Inc position peaked at $1.09M in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.