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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

WMT holding history

Walmart Inc. in every 13F filed by Atlantic Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
696
Value
$78.8K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of WMT by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026696$78.8K<0.1%00.0%UnchangedHolders
Q1 2026696$86.5K0.1%00.0%UnchangedHolders
Q4 2025696$77.5K<0.1%−20−2.8%ReducedHolders
Q3 2025716$73.8K<0.1%00.0%UnchangedHolders
Q2 2025716$70.0K<0.1%+45+6.7%AddedHolders
Q1 2025671$58.9K<0.1%−79−10.5%ReducedHolders
Q4 2024750$67.8K0.1%00.0%UnchangedHolders
Q3 2024750$60.6K<0.1%+600+400.0%AddedHolders
Q2 2024150$10.2K<0.1%00.0%UnchangedHolders
Q1 2024150$9.03K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 202350$7.88K<0.1%00.0%UnchangedHolders
Q3 202350$8.00K<0.1%00.0%UnchangedHolders
Q2 202350$7.86K<0.1%00.0%UnchangedHolders
Q1 202350$7.37K<0.1%+50NewHolders