Atticus Wealth Management
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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
Q3 		$1.12M Buy
10,751
+4,922
+84% +$540K 0.25% 60
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Atticus Wealth Management's WMT Position: Q3 2026 in Review

Atticus Wealth Management increased its Walmart Inc (WMT) stake by 84% in Q3 2026, buying an estimated $540K and bringing the position to 10,751 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #60.

Atticus Wealth Management first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. 2,564 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Atticus Wealth Management held 10,751 shares of Walmart Inc worth $1.12M as of Q3 2026.
  • Atticus Wealth Management bought 4,922 Walmart Inc shares in Q3 2026, an estimated $540K.
  • Walmart Inc made up 0.25% of Atticus Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Atticus Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • 2,564 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.