Atwood & Palmer’s Walmart Inc WMT Stock Holding History

Atwood & Palmer’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	$28.8M	Sell	254,376 -5,113	-2%	-$635K	1.54%	28
2026 Q1	$32.2M	Sell	259,489 -7,472	-3%	-$917K	1.82%	23
2025 Q4	$29.7M	Sell	266,961 -99	-0%	-$10.6K	1.69%	27
2025 Q3	$27.5M	Sell	267,060 -3,555	-1%	-$354K	1.62%	25
2025 Q2	$26.5M	Buy	270,615 +1,764	+0.7%	+$168K	1.65%	24
2025 Q1	$23.6M	Sell	268,851 -10,491	-4%	-$984K	1.64%	29
2024 Q4	$25.2M	Sell	279,342 -2,415	-0.9%	-$210K	1.73%	24
2024 Q3	$22.8M	Buy	281,757 +495	+0.2%	+$36.4K	1.55%	29
2024 Q2	$19M	Sell	281,262 -1,107	-0.4%	-$69.7K	1.44%	31
2024 Q1	$17M	Buy	282,369 +6,762	+2%	+$387K	1.29%	38
2023 Q4	$14.5M	Buy	275,607 +816	+0.3%	+$43.2K	1.17%	41
2023 Q3	$14.6M	Buy	274,791 +630	+0.2%	+$33.5K	1.28%	38
2023 Q2	$14.4M	Buy	274,161 +9,096	+3%	+$459K	1.28%	34
2023 Q1	$13M	Buy	265,065 +4,815	+2%	+$229K	1.22%	36
2022 Q4	$12.3M	Buy	260,250 +4,404	+2%	+$209K	1.11%	36
2022 Q3	$11.1M	Buy	255,846 +5,430	+2%	+$238K	1.1%	36
2022 Q2	$10.1M	Buy	250,416 +5,124	+2%	+$236K	0.99%	40
2022 Q1	$12.2M	Buy	245,292 +4,473	+2%	+$210K	1.05%	38
2021 Q4	$11.6M	Buy	240,819 +9,456	+4%	+$451K	0.97%	38
2021 Q3	$10.7M	Buy	231,363 +1,791	+0.8%	+$86.3K	0.96%	39
2021 Q2	$10.8M	Buy	229,572 +1,845	+0.8%	+$85.9K	0.97%	39
2021 Q1	$10.3M	Buy	227,727 +4,743	+2%	+$220K	0.99%	39
2020 Q4	$10.7M	Buy	222,984 +3,615	+2%	+$176K	1.15%	32
2020 Q3	$10.2M	Buy	219,369 +3,180	+1%	+$141K	1.29%	32
2020 Q2	$8.63M	Buy	216,189 +1,431	+0.7%	+$58.9K	1.17%	31
2020 Q1	$8.13M	Buy	214,758 +17,700	+9%	+$681K	1.28%	28
2019 Q4	$7.81M	Sell	197,058 -5,973	-3%	-$237K	1%	34
2019 Q3	$8.03M	Buy	203,031 +1,149	+0.6%	+$43.4K	1.08%	33
2019 Q2	$7.43M	Buy	201,882 +196,257	+3,489%	+$6.76M	1%	34
2019 Q1	$183K	Hold	5,625	–	–	0.03%	126
2018 Q4	$175K	Buy	5,625 +1,425	+34%	+$45.7K	0.03%	124
2018 Q3	$131K	Sell	4,200 -102	-2%	-$3.12K	0.02%	145
2018 Q2	$123K	Buy	4,302 +102	+2%	+$2.9K	0.02%	144
2018 Q1	$125K	Hold	4,200	–	–	0.02%	142
2017 Q4	$138K	Buy	4,200 +900	+27%	+$27.5K	0.02%	141
2017 Q3	$86K	Hold	3,300	–	–	0.01%	159
2017 Q2	$83K	Buy	3,300 +3,000	+1,000%	+$76.2K	0.01%	166
2017 Q1	$7K	Sell	300 -1,200	-80%	-$27.6K	﹤0.01%	255
2016 Q4	$35K	Hold	1,500	–	–	0.01%	190
2016 Q3	$36K	Hold	1,500	–	–	0.01%	185
2016 Q2	$37K	Hold	1,500	–	–	0.01%	188
2016 Q1	$34K	Hold	1,500	–	–	0.01%	198
2015 Q4	$31K	Hold	1,500	–	–	0.01%	231
2015 Q3	$32K	Hold	1,500	–	–	0.01%	223
2015 Q2	$35K	Hold	1,500	–	–	0.01%	208
2015 Q1	$41K	Buy	1,500 +300	+25%	+$8.51K	0.01%	196
2014 Q4	$35K	Sell	1,200 -2,925	-71%	-$79K	0.01%	218
2014 Q3	$113K	Buy	4,125 +3,225	+358%	+$81.4K	0.02%	161
2014 Q2	$23K	Buy	+900	New	+$23.1K	0.01%	233

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Atwood & Palmer's WMT Position: Q2 2026 in Review

Atwood & Palmer reduced its Walmart Inc (WMT) stake by 2% in Q2 2026, selling an estimated $635K and leaving 254,376 shares worth $28.8M. The position accounts for 1.54% of the portfolio, ranked #28.

Atwood & Palmer first reported a position in WMT in Q2 2014 and has held it in 49 quarters since. The position peaked at $32.2M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Atwood & Palmer held 254,376 shares of Walmart Inc worth $28.8M as of Q2 2026.
Atwood & Palmer sold 5,113 Walmart Inc shares in Q2 2026, an estimated $635K.
Walmart Inc made up 1.54% of Atwood & Palmer's portfolio in Q2 2026, its #28 holding.
Atwood & Palmer first reported a position in Walmart Inc in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Walmart Inc position peaked at $32.2M in Q1 2026.
1,830 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.