Cooper Financial Group

Position in WMT — Walmart Inc.

CIK 1751581 IRVINE, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,579,129

-$702,565 QoQ

Shares Held

31,601

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,527

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cooper Financial Group holds $7,993,550 across 4 Discount Stores names. WMT ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,208	$3,936,457
2	WMT	Walmart Inc. This page	31,601	$3,579,129
3	BJ	BJ's Wholesale Club Holdings, Inc.	3,096	$270,033
4	TGT	Target Corp	1,592	$207,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,579,129	31,601	-8.3%	Shares	Sole	2026-07-08
2026-03-31	$4,281,694	34,452	-18.8%	Shares	Sole	2026-04-07
2025-12-31	$4,724,229	42,404	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$4,350,059	42,209	+8.9%	Shares	Sole	2025-10-07
2025-06-30	$3,788,681	38,747	-19.4%	Shares	Sole	2025-07-18
2025-03-31	$4,218,133	48,048	+2.3%	Shares	Sole	2025-05-12
2024-12-31	$4,242,655	46,958	+6.8%	Shares	Sole	2025-01-13
2024-09-30	$3,551,223	43,978	+32.9%	Shares	Sole	2024-11-14
2024-06-30	$2,241,336	33,102	+34.8%	Shares	Sole	2024-07-15
2024-03-31	$1,477,414	24,554	+228.3%	Shares	Sole	2024-04-11
2023-12-31	$1,178,906	7,478	+9.4%	Shares	Sole	2024-01-16
2023-09-30	$1,093,281	6,836	+0.1%	Shares	Sole	2023-10-13
2023-06-30	$1,073,067	6,827	+22.2%	Shares	Sole	2023-07-07
2023-03-31	$823,950	5,588	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$747,090	5,269	+16.2%	Shares	Sole	2023-01-13
2022-09-30	$588,059	4,534	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$547,232	4,501	-2.2%	Shares	Sole	2022-07-11
2022-03-31	$685,478	4,603	+13.5%	Shares	Sole	2022-04-25
2021-12-31	$586,717	4,055	-31.0%	Shares	Sole	2022-02-11
2021-09-30	$818,578	5,873	+3.1%	Shares	Sole	2021-10-06
2021-06-30	$803,250	5,696	-4.9%	Shares	Sole	2021-07-12
2021-03-31	$813,486	5,989	+1.7%	Shares	Sole	2021-05-17
2020-12-31	$848,611	5,887	+35.5%	Shares	Sole	2021-02-16
2020-09-30	$607,909	4,345	+7.3%	Shares	Sole	2020-10-09
2020-06-30	$485,229	4,051	+10.4%	Shares	Sole	2020-07-15
2020-03-31	$416,757	3,668	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.