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Atticus Wealth Management’s Walmart Inc WMT Stock Holding History

Atticus Wealth Management’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 		$660K Buy
5,829
+46
+0.8% +$5.71K 0.16% 88
2026
Q1 		$719K Sell
5,783
-1,489
-20% -$183K 0.19% 80
2025
Q4 		$810K Sell
7,272
-15
-0.2% -$1.61K 0.2% 76
2025
Q3 		$751K Buy
7,287
+1,285
+21% +$128K 0.19% 72
2025
Q2 		$587K Buy
6,002
+2,057
+52% +$196K 0.16% 80
2025
Q1 		$346K Hold
3,945
– – 0.11% 90
2024
Q4 		$356K Sell
3,945
-172
-4% -$14.9K 0.11% 84
2024
Q3 		$332K Sell
4,117
-49
-1% -$3.6K 0.11% 88
2024
Q2 		$282K Sell
4,166
-2,134
-34% -$134K 0.09% 94
2024
Q1 		$379K Sell
6,300
-1,299
-17% -$74.3K 0.12% 81
2023
Q4 		$399K Buy
7,599
+843
+12% +$44.6K 0.14% 84
2023
Q3 		$360K Sell
6,756
-777
-10% -$41.3K 0.14% 89
2023
Q2 		$395K Sell
7,533
-105
-1% -$5.3K 0.15% 88
2023
Q1 		$375K Sell
7,638
-1,410
-16% -$66.9K 0.14% 86
2022
Q4 		$428K Sell
9,048
-111
-1% -$5.27K 0.18% 81
2022
Q3 		$371K Hold
9,159
– – 0.18% 77
2022
Q2 		$371K Buy
9,159
+4,482
+96% +$207K 0.15% 91
2022
Q1 		$232K Sell
4,677
-1,494
-24% -$70.1K 0.08% 134
2021
Q4 		$298K Buy
6,171
+2,598
+73% +$124K 0.12% 107
2021
Q3 		$166K Buy
3,573
+549
+18% +$26.4K 0.07% 115
2021
Q2 		$142K Sell
3,024
-24
-0.8% -$1.12K 0.06% 138
2021
Q1 		$138K Buy
3,048
+18
+0.6% +$834 0.07% 134
2020
Q4 		$146K Buy
3,030
+30
+1% +$1.46K 0.07% 129
2020
Q3 		$140K Buy
3,000
+3
+0.1% +$133 0.08% 108
2020
Q2 		$120K Buy
2,997
+45
+2% +$1.85K 0.08% 111
2020
Q1 		$112K Buy
2,952
+408
+16% +$15.7K 0.09% 111
2019
Q4 		$101K Buy
+2,544
New +$101K 0.06% 133

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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Atticus Wealth Management's WMT Position: Q2 2026 in Review

Atticus Wealth Management increased its Walmart Inc (WMT) stake by 0.8% in Q2 2026, buying an estimated $5.71K and bringing the position to 5,829 shares worth $660K. The position accounts for 0.16% of the portfolio, ranked #88.

Atticus Wealth Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $810K in Q4 2025. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Atticus Wealth Management held 5,829 shares of Walmart Inc worth $660K as of Q2 2026.
  • Atticus Wealth Management bought 46 Walmart Inc shares in Q2 2026, an estimated $5.71K.
  • Walmart Inc made up 0.16% of Atticus Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Atticus Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Walmart Inc position peaked at $810K in Q4 2025.
  • 1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.