Atlas Wealth Partners’s Walmart Inc WMT Stock Holding History

Atlas Wealth Partners’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
2025 Q2	–	Sell	-2,884	Closed	-$254K	–	56
2025 Q1	$254K	Sell	2,884 -100	-3%	-$9.38K	0.31%	43
2024 Q4	$270K	Hold	2,984	–	–	0.34%	38
2024 Q3	$241K	Buy	+2,984	New	+$219K	0.37%	45

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Atlas Wealth Partners's WMT Position: Q2 2025 in Review

Atlas Wealth Partners sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 2,884 shares — an estimated $254K sold.

Atlas Wealth Partners first reported a position in WMT in Q3 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Atlas Wealth Partners reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Atlas Wealth Partners sold 2,884 Walmart Inc shares in Q2 2025, an estimated $254K.
Atlas Wealth Partners first reported a position in Walmart Inc in Q3 2024 and held it in 3 quarters.
Atlas Wealth Partners's Walmart Inc position peaked at $270K in Q4 2024.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Atlas Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.