Atria Wealth Solutions’s Walmart Inc WMT Stock Holding History

Atria Wealth Solutions’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	$15M	Sell	152,906 -117,238	-43%	-$11.2M	0.34%	60
2025 Q1	$23.7M	Sell	270,144 -20,582	-7%	-$1.93M	0.29%	72
2024 Q4	$26.3M	Buy	290,726 +9,794	+3%	+$850K	0.29%	71
2024 Q3	$22.7M	Sell	280,932 -3,682	-1%	-$270K	0.25%	88
2024 Q2	$19.3M	Sell	284,614 -10,821	-4%	-$681K	0.21%	97
2024 Q1	$17.8M	Buy	295,435 +25,951	+10%	+$1.48M	0.2%	107
2023 Q4	$14.2M	Sell	269,484 -2,301	-0.8%	-$122K	0.18%	122
2023 Q3	$14.5M	Sell	271,785 -1,644	-0.6%	-$87.5K	0.2%	109
2023 Q2	$14.3M	Buy	273,429 +3,945	+1%	+$199K	0.2%	112
2023 Q1	$13.3M	Buy	269,484 +43,146	+19%	+$2.05M	0.2%	117
2022 Q4	$10.7M	Buy	226,338 +3,723	+2%	+$177K	0.17%	134
2022 Q3	$9.62M	Buy	222,615 +104,880	+89%	+$4.59M	0.17%	132
2022 Q2	$4.77M	Sell	117,735 -64,326	-35%	-$2.97M	0.09%	242
2022 Q1	$9.04M	Buy	+182,061	New	+$8.55M	0.15%	141

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's WMT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Walmart Inc (WMT) stake by 43% in Q2 2025, selling an estimated $11.2M and leaving 152,906 shares worth $15M. The position accounts for 0.34% of the portfolio, ranked #60.

Atria Wealth Solutions first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.3M in Q4 2024. 3,973 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Atria Wealth Solutions held 152,906 shares of Walmart Inc worth $15M as of Q2 2025.
Atria Wealth Solutions sold 117,238 Walmart Inc shares in Q2 2025, an estimated $11.2M.
Walmart Inc made up 0.34% of Atria Wealth Solutions's portfolio in Q2 2025, its #60 holding.
Atria Wealth Solutions first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Walmart Inc position peaked at $26.3M in Q4 2024.
3,973 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.