APW
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Atlantic Private Wealth’s Walmart Inc WMT Stock Holding History

Atlantic Private Wealth’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 		$86.5K Hold
696
– – 0.06% 98
2025
Q4 		$77.5K Sell
696
-20
-3% -$2.15K 0.05% 96
2025
Q3 		$73.8K Hold
716
– – 0.05% 88
2025
Q2 		$70K Buy
716
+45
+7% +$4.29K 0.05% 92
2025
Q1 		$58.9K Sell
671
-79
-11% -$7.41K 0.04% 103
2024
Q4 		$67.8K Hold
750
– – 0.05% 78
2024
Q3 		$60.6K Buy
750
+600
+400% +$44.1K 0.05% 76
2024
Q2 		$10.2K Hold
150
– – 0.01% 81
2024
Q1 		$9.03K Hold
150
– – 0.01% 85
2023
Q4 		$7.88K Hold
150
– – 0.01% 85
2023
Q3 		$8K Hold
150
– – 0.01% 85
2023
Q2 		$7.86K Hold
150
– – 0.01% 82
2023
Q1 		$7.37K Buy
+150
New +$7.12K 0.01% 78

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

Atlantic Private Wealth's WMT Position: Q1 2026 in Review

Atlantic Private Wealth held its Walmart Inc (WMT) position steady in Q1 2026 at 696 shares worth $86.5K. The position accounts for 0.06% of the portfolio, ranked #98.

Atlantic Private Wealth first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Atlantic Private Wealth held 696 shares of Walmart Inc worth $86.5K as of Q1 2026.
  • Atlantic Private Wealth left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.06% of Atlantic Private Wealth's portfolio in Q1 2026, its #98 holding.
  • Atlantic Private Wealth first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.