Atala Financial’s Walmart Inc WMT Stock Holding History

Atala Financial’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	$2.92M	Sell	25,738 -645	-2%	-$80.1K	1.77%	16
2026 Q1	$3.28M	Buy	26,383 +63	+0.2%	+$7.74K	2.2%	10
2025 Q4	$2.93M	Sell	26,320 -420	-2%	-$45.1K	1.87%	13
2025 Q3	$2.76M	Hold	26,740	–	–	1.73%	15
2025 Q2	$2.61M	Hold	26,740	–	–	1.8%	14
2025 Q1	$2.35M	Hold	26,740	–	–	1.71%	14
2024 Q4	$2.42M	Buy	+26,740	New	+$2.32M	1.7%	14

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Atala Financial's WMT Position: Q2 2026 in Review

Atala Financial reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $80.1K and leaving 25,738 shares worth $2.92M. The position accounts for 1.77% of the portfolio, ranked #16.

Atala Financial first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Atala Financial held 25,738 shares of Walmart Inc worth $2.92M as of Q2 2026.
Atala Financial sold 645 Walmart Inc shares in Q2 2026, an estimated $80.1K.
Walmart Inc made up 1.77% of Atala Financial's portfolio in Q2 2026, its #16 holding.
Atala Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Walmart Inc position peaked at $3.28M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.