SEC 13F Intelligence

Coordinated Financial Services, Inc. / WMT

Coordinated Financial Services, Inc.’s Walmart Inc Position

Does Coordinated Financial Services, Inc. own Walmart Inc (WMT)? Yes — 14.6K shares worth $2M (+1.04% of its 13F portfolio) as of Q1 2026, down from 15.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
14.6K
% of Portfolio
+1.04%
Quarters Held
5
currently held

Position History WMT

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.6K$2M+1.04%
Q4 202515.5K$2M+1.00%
Q3 202516.4K$2M+1.08%
Q2 202516.4K$2M+1.11%
Q4 202415.9K$1M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coordinated Financial Services, Inc.’s full portfolio or all institutional holders of WMT.