Atria Investments, Inc

Position in WMT — Walmart Inc.

CIK 1535865 Charlotte, NC

Position in WMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$26,342,124

-$4,382,750 QoQ

Shares Held

232,581

-5.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#499

of 4,382 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $47,448,413 across 7 Discount Stores names. WMT ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	232,581	$26,342,124
2	COST	Costco Wholesale Corp /New	11,636	$10,885,128
3	DG	Dollar General Corp	56,709	$6,527,772
4	BJ	BJ's Wholesale Club Holdings, Inc.	24,809	$2,163,840
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	12,498	$960,846
6	PSMT	Pricesmart Inc	1,538	$300,432
7	TBBB	Bbb Foods Inc	6,438	$268,271

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,342,124	232,581	-5.9%	Shares	Sole	2026-07-28
2026-03-31	$30,724,874	247,223	-17.2%	Shares	Sole	2026-05-05
2025-12-31	$33,278,835	298,706	-2.4%	Shares	Sole	2026-02-05
2025-09-30	$31,526,466	305,904	-6.5%	Shares	Sole	2025-11-06
2025-06-30	$31,981,002	327,071	-4.4%	Shares	Sole	2025-08-04
2025-03-31	$30,031,466	342,083	-0.9%	Shares	Sole	2025-05-06
2024-12-31	$31,201,288	345,338	-0.9%	Shares	Sole	2025-02-06
2024-09-30	$28,125,790	348,307	-7.1%	Shares	Sole	2024-11-01
2024-06-30	$25,392,671	375,021	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$22,447,862	373,074	+210.9%	Shares	Sole	2024-05-21
2023-12-31	$18,920,364	120,015	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$18,843,432	117,823	+3.7%	Shares	Sole	2023-11-07
2023-06-30	$17,850,135	113,565	+3.8%	Shares	Sole	2023-08-04
2023-03-31	$16,124,542	109,356	+13.2%	Shares	Sole	2023-05-10
2022-12-31	$13,700,165	96,623	+1.5%	Shares	Sole	2023-01-31
2022-09-30	$12,351,840	95,234	+12.0%	Shares	Sole	2022-11-01
2022-06-30	$10,342,575	85,068	-2.4%	Shares	Sole	2022-08-11
2022-03-31	$12,976,442	87,137	+6.0%	Shares	Sole	2022-05-02
2021-12-31	$11,893,662	82,201	+3.1%	Shares	Sole	2022-02-04
2021-09-30	$11,108,307	79,698	+10.7%	Shares	Sole	2021-11-16
2021-06-30	$10,149,498	71,972	+2.3%	Shares	Sole	2021-08-10
2021-03-31	$9,553,202	70,332	-4.5%	Shares	Sole	2021-05-11
2020-12-31	$10,621,548	73,684	+33.8%	Shares	Sole	2021-02-12
2020-09-30	$7,702,330	55,052	+4.7%	Shares	Sole	2020-11-05
2020-06-30	$6,297,199	52,573	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.