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Atlantic Edge Private Wealth Management’s Walmart Inc WMT Stock Holding History

Atlantic Edge Private 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 		$231K Buy
2,037
+25
+1% +$3.1K 0.05% 131
2026
Q1 		$250K Sell
2,012
-390
-16% -$47.9K 0.06% 123
2025
Q4 		$268K Buy
2,402
+415
+21% +$44.6K 0.07% 119
2025
Q3 		$205K Hold
1,987
– – 0.05% 129
2025
Q2 		$194K Hold
1,987
– – 0.05% 132
2025
Q1 		$174K Hold
1,987
– – 0.05% 130
2024
Q4 		$180K Hold
1,987
– – 0.06% 131
2024
Q3 		$160K Sell
1,987
-281
-12% -$20.6K 0.05% 137
2024
Q2 		$154K Sell
2,268
-494
-18% -$31.1K 0.05% 138
2024
Q1 		$166K Buy
2,762
+5
+0.2% +$286 0.06% 135
2023
Q4 		$145K Buy
+2,757
New +$146K 0.06% 137

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

Atlantic Edge Private Wealth Management's WMT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,037 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #131.

Atlantic Edge Private Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $268K in Q4 2025. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,037 shares of Walmart Inc worth $231K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
  • Walmart Inc made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Walmart Inc position peaked at $268K in Q4 2025.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.