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All Terrain Financial Advisors’s Walmart Inc WMT Stock Holding History

All Terrain Financial Advisors’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
2025
Q3 		– Sell
-300
Closed -$29.3K – 142
2025
Q2 		$29.3K Hold
300
– – 0.01% 116
2025
Q1 		$26.3K Buy
+300
New +$28.1K 0.01% 108
2018
Q3 		– Sell
-3,000
Closed -$86K – 266
2018
Q2 		$86K Sell
3,000
-4,800
-62% -$136K 0.04% 200
2018
Q1 		$231K Buy
+7,800
New +$251K 0.11% 139

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

All Terrain Financial Advisors's WMT Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $157K and leaving 7,413 shares worth $921K. The position accounts for 0.22% of the portfolio, ranked #62.

All Terrain Financial Advisors first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.6M in Q3 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • All Terrain Financial Advisors held 7,413 shares of Walmart Inc worth $921K as of Q1 2026.
  • All Terrain Financial Advisors sold 1,278 Walmart Inc shares in Q1 2026, an estimated $157K.
  • Walmart Inc made up 0.22% of All Terrain Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • All Terrain Financial Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
  • All Terrain Financial Advisors's Walmart Inc position peaked at $5.6M in Q3 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.