Atala Financial
WMT icon

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
Q3 		$2.67M Sell
25,718
-20
-0.1% -$2.2K 1.55% 15
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Atala Financial's WMT Position: Q3 2026 in Review

Atala Financial reduced its Walmart Inc (WMT) stake by 0.08% in Q3 2026, selling an estimated $2.2K and leaving 25,718 shares worth $2.67M. The position accounts for 1.55% of the portfolio, ranked #15.

Atala Financial first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q1 2026. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Atala Financial held 25,718 shares of Walmart Inc worth $2.67M as of Q3 2026.
  • Atala Financial sold 20 Walmart Inc shares in Q3 2026, an estimated $2.2K.
  • Walmart Inc made up 1.55% of Atala Financial's portfolio in Q3 2026, its #15 holding.
  • Atala Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Walmart Inc position peaked at $3.28M in Q1 2026.
  • 3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.