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AWS
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
0.1%
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
$5.7T 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
$1.47T 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
BC
Broadwater Capital
Boston, Massachusetts
$134M AUM
21.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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