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Atria Investments’s Walmart Inc WMT Stock Holding History

Atria Investments’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 		$26.3M Sell
232,581
-14,642
-6% -$1.82M 0.26% 63
2026
Q1 		$30.7M Sell
247,223
-51,483
-17% -$6.32M 0.34% 51
2025
Q4 		$33.3M Sell
298,706
-7,198
-2% -$773K 0.38% 42
2025
Q3 		$31.5M Sell
305,904
-21,167
-6% -$2.11M 0.36% 43
2025
Q2 		$32M Sell
327,071
-15,012
-4% -$1.43M 0.38% 41
2025
Q1 		$30M Sell
342,083
-3,255
-0.9% -$305K 0.38% 41
2024
Q4 		$31.2M Sell
345,338
-2,969
-0.9% -$258K 0.39% 40
2024
Q3 		$28.1M Sell
348,307
-26,714
-7% -$1.96M 0.35% 49
2024
Q2 		$25.4M Buy
375,021
+1,947
+0.5% +$123K 0.33% 59
2024
Q1 		$22.5M Buy
373,074
+13,029
+4% +$745K 0.31% 64
2023
Q4 		$18.9M Buy
360,045
+6,576
+2% +$348K 0.29% 68
2023
Q3 		$18.8M Buy
353,469
+12,774
+4% +$680K 0.34% 62
2023
Q2 		$17.8M Buy
340,695
+12,627
+4% +$637K 0.32% 63
2023
Q1 		$16.1M Buy
328,068
+38,199
+13% +$1.81M 0.31% 69
2022
Q4 		$13.7M Buy
289,869
+4,167
+1% +$198K 0.28% 81
2022
Q3 		$12.4M Buy
285,702
+30,498
+12% +$1.34M 0.27% 77
2022
Q2 		$10.3M Sell
255,204
-6,207
-2% -$286K 0.22% 103
2022
Q1 		$13M Buy
261,411
+14,808
+6% +$695K 0.23% 99
2021
Q4 		$11.9M Buy
246,603
+7,509
+3% +$358K 0.21% 111
2021
Q3 		$11.1M Buy
239,094
+23,178
+11% +$1.12M 0.2% 119
2021
Q2 		$10.2M Buy
215,916
+4,920
+2% +$229K 0.2% 118
2021
Q1 		$9.55M Sell
210,996
-10,056
-5% -$466K 0.21% 112
2020
Q4 		$10.6M Buy
221,052
+55,896
+34% +$2.71M 0.26% 88
2020
Q3 		$7.7M Buy
165,156
+7,437
+5% +$331K 0.23% 103
2020
Q2 		$6.3M Buy
+157,719
New +$6.49M 0.22% 115
2020
Q1 		– Sell
-340,863
Closed -$13.5M – 1205
2019
Q4 		$13.5M Buy
340,863
+41,229
+14% +$1.64M 0.37% 55
2019
Q3 		$11.9M Buy
299,634
+38,964
+15% +$1.47M 0.42% 44
2019
Q2 		$9.31M Buy
260,670
+108,429
+71% +$3.74M 0.35% 62
2019
Q1 		$4.95M Buy
152,241
+27,051
+22% +$877K 0.21% 95
2018
Q4 		$3.89M Buy
125,190
+71,088
+131% +$2.28M 0.17% 90
2018
Q3 		$1.69M Sell
54,102
-13,152
-20% -$402K 0.07% 270
2018
Q2 		$1.92M Sell
67,254
-6,210
-8% -$177K 0.08% 239
2018
Q1 		$2.18M Buy
73,464
+5,841
+9% +$188K 0.11% 205
2017
Q4 		$2.23M Buy
67,623
+19,623
+41% +$600K 0.11% 200
2017
Q3 		$1.25M Sell
48,000
-642
-1% -$16.8K 0.07% 262
2017
Q2 		$1.23M Buy
48,642
+8,955
+23% +$227K 0.08% 257
2017
Q1 		$954K Buy
39,687
+7,614
+24% +$175K 0.06% 272
2016
Q4 		$739K Sell
32,073
-37,188
-54% -$868K 0.06% 273
2016
Q3 		$1.67M Buy
69,261
+14,097
+26% +$342K 0.15% 122
2016
Q2 		$1.35M Buy
55,164
+8,250
+18% +$191K 0.15% 127
2016
Q1 		$1.07M Buy
46,914
+22,317
+91% +$489K 0.12% 136
2015
Q4 		$521K Buy
24,597
+5,997
+32% +$120K 0.06% 221
2015
Q3 		$402K Sell
18,600
-10,995
-37% -$252K 0.06% 222
2015
Q2 		$700K Sell
29,595
-8,361
-22% -$213K 0.08% 190
2015
Q1 		$1.04M Sell
37,956
-4,995
-12% -$142K 0.12% 139
2014
Q4 		$1.23M Sell
42,951
-84
-0.2% -$2.27K 0.13% 123
2014
Q3 		$1.1M Buy
43,035
+4,149
+11% +$105K 0.11% 156
2014
Q2 		$973K Buy
38,886
+336
+0.9% +$8.63K 0.1% 173
2014
Q1 		$982K Buy
38,550
+10,863
+39% +$273K 0.1% 169
2013
Q4 		$726K Sell
27,687
-378
-1% -$9.76K 0.07% 224
2013
Q3 		$692K Buy
28,065
+4,185
+18% +$106K 0.07% 229
2013
Q2 		$593K Buy
+23,880
New +$612K 0.07% 162

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atria Investments's WMT Position: Q2 2026 in Review

Atria Investments reduced its Walmart Inc (WMT) stake by 5.9% in Q2 2026, selling an estimated $1.82M and leaving 232,581 shares worth $26.3M. The position accounts for 0.26% of the portfolio, ranked #63.

Atria Investments first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.3M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Atria Investments held 232,581 shares of Walmart Inc worth $26.3M as of Q2 2026.
  • Atria Investments sold 14,642 Walmart Inc shares in Q2 2026, an estimated $1.82M.
  • Walmart Inc made up 0.26% of Atria Investments's portfolio in Q2 2026, its #63 holding.
  • Atria Investments first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Atria Investments's Walmart Inc position peaked at $33.3M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.