APWA
WMT icon

Atlas Private Wealth Advisors’s Walmart Inc WMT Stock Holding History

Atlas Private Wealth Advisors’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 		$263K Sell
2,323
-43
-2% -$5.34K 0.06% 123
2026
Q1 		$294K Sell
2,366
-537
-18% -$65.9K 0.07% 103
2025
Q4 		$323K Buy
2,903
+157
+6% +$16.9K 0.08% 103
2025
Q3 		$283K Sell
2,746
-5,246
-66% -$522K 0.07% 117
2025
Q2 		$782K Buy
7,992
+358
+5% +$34.1K 0.1% 98
2025
Q1 		$670K Buy
7,634
+744
+11% +$69.8K 0.09% 95
2024
Q4 		$623K Buy
6,890
+72
+1% +$6.25K 0.09% 96
2024
Q3 		$551K Buy
6,818
+10
+0.1% +$734 0.08% 96
2024
Q2 		$461K Buy
6,808
+2,660
+64% +$168K 0.07% 98
2024
Q1 		$250K Sell
4,148
-4,129
-50% -$236K 0.08% 97
2023
Q4 		$435K Hold
8,277
– – 0.08% 90
2023
Q3 		$441K Buy
8,277
+6
+0.1% +$319 0.08% 115
2023
Q2 		$433K Buy
+8,271
New +$417K 0.09% 118
2022
Q2 		– Sell
-4,503
Closed -$223K – 146
2022
Q1 		$223K Sell
4,503
-231
-5% -$10.8K 0.1% 124
2021
Q4 		$228K Buy
4,734
+393
+9% +$18.8K 0.11% 133
2021
Q3 		$202K Sell
4,341
-90
-2% -$4.34K 0.11% 128
2021
Q2 		$208K Sell
4,431
-21
-0.5% -$978 0.11% 111
2021
Q1 		$202K Buy
4,452
+42
+1% +$1.95K 0.11% 109
2020
Q4 		$212K Buy
4,410
+231
+6% +$11.2K 0.14% 102
2020
Q3 		$195K Buy
4,179
+1,086
+35% +$48.3K 0.16% 102
2020
Q2 		$123K Buy
+3,093
New +$127K 0.11% 132

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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's WMT Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $5.34K and leaving 2,323 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #123.

Atlas Private Wealth Advisors first reported a position in WMT in Q2 2020 and has held it in 21 quarters since. The position peaked at $782K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,323 shares of Walmart Inc worth $263K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 43 Walmart Inc shares in Q2 2026, an estimated $5.34K.
  • Walmart Inc made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Atlas Private Wealth Advisors first reported a position in Walmart Inc in Q2 2020 and has held it in 21 quarters since.
  • Atlas Private Wealth Advisors's Walmart Inc position peaked at $782K in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.