Atlas Wealth’s Walmart Inc WMT Stock Holding History

Atlas 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	$583K	Hold	4,689	–	–	0.17%	74
2025 Q4	$522K	Hold	4,689	–	–	0.16%	70
2025 Q3	$483K	Hold	4,689	–	–	0.16%	71
2025 Q2	$461K	Hold	4,689	–	–	0.17%	71
2025 Q1	$412K	Hold	4,689	–	–	0.16%	65
2024 Q4	$424K	Hold	4,689	–	–	0.16%	65
2024 Q3	$379K	Sell	4,689 -4,689	-50%	-$344K	0.16%	61
2024 Q2	$640K	Buy	9,378 +4,689	+100%	+$295K	0.08%	125
2024 Q1	$282K	Hold	4,689	–	–	0.14%	66
2023 Q4	$250K	Hold	4,689	–	–	0.14%	67
2023 Q3	$250K	Hold	4,689	–	–	0.05%	157
2023 Q2	$242K	Hold	4,689	–	–	0.04%	162
2023 Q1	$230K	Hold	4,689	–	–	0.05%	167
2022 Q4	$222K	Buy	+4,689	New	+$223K	0.06%	113

Other funds holding WMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Wealth's WMT Position: Q1 2026 in Review

Atlas Wealth held its Walmart Inc (WMT) position steady in Q1 2026 at 4,689 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #74.

Atlas Wealth first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $640K in Q2 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Atlas Wealth held 4,689 shares of Walmart Inc worth $583K as of Q1 2026.
Atlas Wealth left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.17% of Atlas Wealth's portfolio in Q1 2026, its #74 holding.
Atlas Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
Atlas Wealth's Walmart Inc position peaked at $640K in Q2 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.