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
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 $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

Atlas Private Wealth Advisors's WMT Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $65.9K and leaving 2,366 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #103.

Atlas Private Wealth Advisors first reported a position in WMT in Q2 2020 and has held it in 20 quarters since. The position peaked at $782K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Atlas Private Wealth Advisors held 2,366 shares of Walmart Inc worth $294K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 537 Walmart Inc shares in Q1 2026, an estimated $65.9K.
  • Walmart Inc made up 0.07% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Atlas Private Wealth Advisors first reported a position in Walmart Inc in Q2 2020 and has held it in 20 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 Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.