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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
Q2 		$648K Sell
5,718
-2,651
-32% -$329K 0.38% 64
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Athena Investment Management's WMT Position: Q2 2026 in Review

Athena Investment Management reduced its Walmart Inc (WMT) stake by 32% in Q2 2026, selling an estimated $329K and leaving 5,718 shares worth $648K. The position accounts for 0.38% of the portfolio, ranked #64.

Athena Investment Management first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Athena Investment Management held 5,718 shares of Walmart Inc worth $648K as of Q2 2026.
  • Athena Investment Management sold 2,651 Walmart Inc shares in Q2 2026, an estimated $329K.
  • Walmart Inc made up 0.38% of Athena Investment Management's portfolio in Q2 2026, its #64 holding.
  • Athena Investment Management first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Walmart Inc position peaked at $1.04M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.