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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kuhn & Co Investment Counsel's WMT Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Walmart Inc (WMT) stake by 1.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 8,778 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #40.

Kuhn & Co Investment Counsel first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kuhn & Co Investment Counsel held 8,778 shares of Walmart Inc worth $1.09M as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 144 Walmart Inc shares in Q1 2026, an estimated $17.7K.
  • Walmart Inc made up 0.7% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #40 holding.
  • Kuhn & Co Investment Counsel first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.