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Athena Investment Management’s Walmart Inc WMT Stock Holding History

Athena Investment Management’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
Q1 		$1.04M Buy
8,369
+1,709
+26% +$210K 0.54% 46
2025
Q4 		$742K Sell
6,660
-45
-0.7% -$4.83K 0.38% 69
2025
Q3 		$691K Sell
6,705
-2,142
-24% -$213K 0.36% 67
2025
Q2 		$865K Sell
8,847
-349
-4% -$33.3K 0.48% 49
2025
Q1 		$807K Sell
9,196
-409
-4% -$38.4K 0.49% 49
2024
Q4 		$868K Sell
9,605
-1,245
-11% -$108K 0.5% 48
2024
Q3 		$876K Sell
10,850
-353
-3% -$25.9K 0.5% 49
2024
Q2 		$759K Sell
11,203
-699
-6% -$44K 0.46% 56
2024
Q1 		$716K Buy
11,902
+1
+0% +$57 0.43% 58
2023
Q4 		$625K Hold
11,901
– – 0.41% 60
2023
Q3 		$634K Hold
11,901
– – 0.45% 55
2023
Q2 		$624K Hold
11,901
– – 0.43% 55
2023
Q1 		$585K Hold
11,901
– – 0.42% 54
2022
Q4 		$563K Buy
11,901
+327
+3% +$15.5K 0.41% 56
2022
Q3 		$500K Sell
11,574
-120
-1% -$5.26K 0.42% 58
2022
Q2 		$474K Sell
11,694
-36
-0.3% -$1.66K 0.37% 59
2022
Q1 		$580K Buy
+11,730
New +$551K 0.45% 55

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

Athena Investment Management's WMT Position: Q1 2026 in Review

Athena Investment Management increased its Walmart Inc (WMT) stake by 26% in Q1 2026, buying an estimated $210K and bringing the position to 8,369 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #46.

Athena Investment Management first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Athena Investment Management held 8,369 shares of Walmart Inc worth $1.04M as of Q1 2026.
  • Athena Investment Management bought 1,709 Walmart Inc shares in Q1 2026, an estimated $210K.
  • Walmart Inc made up 0.54% of Athena Investment Management's portfolio in Q1 2026, its #46 holding.
  • Athena Investment Management first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.