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Athena Wealth Management’s Walmart Inc WMT Stock Holding History

Athena Wealth 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 		$812K Sell
7,173
-1,128
-14% -$140K 0.6% 44
2026
Q1 		$1.03M Sell
8,301
-3,051
-27% -$375K 0.84% 33
2025
Q4 		$1.26M Buy
+11,352
New +$1.22M 1.23% 9

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Athena Wealth Management reduced its Walmart Inc (WMT) stake by 14% in Q2 2026, selling an estimated $140K and leaving 7,173 shares worth $812K. The position accounts for 0.6% of the portfolio, ranked #44.

Athena Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Athena Wealth Management held 7,173 shares of Walmart Inc worth $812K as of Q2 2026.
  • Athena Wealth Management sold 1,128 Walmart Inc shares in Q2 2026, an estimated $140K.
  • Walmart Inc made up 0.6% of Athena Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Athena Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Walmart Inc position peaked at $1.26M in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.