ATLAS CAPITAL ADVISORS INC.

Position in WMT — Walmart Inc.

CIK 1434165 JACKSON, WY

Position in WMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,059,972

+$185,706 QoQ

Shares Held

18,188

+20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,969

of 4,382 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $4,573,558 across 5 Discount Stores names. WMT ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	18,188	$2,059,972
2	TGT	Target Corp	11,741	$1,533,492
3	COST	Costco Wholesale Corp /New	795	$743,698
4	DG	Dollar General Corp	1,315	$151,369
5	DLTR	Dollar Tree, Inc.	703	$85,027

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,059,972	18,188	+20.6%	Shares	Sole	2026-08-13
2026-03-31	$1,874,266	15,081	+1.5%	Shares	Sole	2026-05-11
2025-12-31	$1,655,664	14,861	-1.2%	Shares	Sole	2026-02-13
2025-06-30	$1,471,393	15,048	-5.6%	Shares	Sole	2025-08-12
2025-03-31	$1,398,933	15,935	0.0%	Shares	Sole	2025-05-12
2024-12-31	$1,439,727	15,935	-4.1%	Shares	Sole	2025-02-12
2024-09-30	$1,341,096	16,608	+12.4%	Shares	Sole	2024-11-05
2024-06-30	$1,000,618	14,778	-13.0%	Shares	Sole	2024-07-30
2024-03-31	$1,021,506	16,977	+200.0%	Shares	Sole	2024-04-15
2023-12-31	$892,141	5,659	+4.4%	Shares	Sole	2024-02-15
2023-09-30	$866,980	5,421	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$859,459	5,468	0.0%	Shares	Sole	2023-08-15
2023-03-31	$806,256	5,468	-5.4%	Shares	Sole	2023-05-16
2022-12-31	$819,829	5,782	-2.7%	Shares	Sole	2023-02-15
2022-09-30	$770,806	5,943	-0.8%	Shares	Sole	2022-11-08
2022-06-30	$728,629	5,993	-3.1%	Shares	Sole	2022-08-16
2022-03-31	$921,070	6,185	+1.4%	Shares	Sole	2022-05-11
2021-12-31	$882,753	6,101	-24.4%	Shares	Sole	2022-02-01
2021-09-30	$1,124,377	8,067	-0.8%	Shares	Sole	2021-10-28
2021-06-30	$1,147,057	8,134	-0.8%	Shares	Sole	2021-07-30
2021-03-31	$1,113,806	8,200	-3.0%	Shares	Sole	2021-05-10
2020-12-31	$1,218,355	8,452	-7.6%	Shares	Sole	2021-02-16
2020-09-30	$1,280,037	9,149	-16.7%	Shares	Sole	2020-10-23
2020-06-30	$1,315,184	10,980	-6.9%	Shares	Sole	2020-07-28
2020-03-31	$1,339,464	11,789	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.