EP Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.3M | Buy |
243,657
+21,424
| +10% | +$2.63M | 0.15% | 103 |
|
|
2025
Q4 | $24.8M | Buy |
+222,233
| New | +$23.9M | 0.13% | 112 |
|
|
2025
Q2 | $21.5M | Buy |
219,435
+36,732
| +20% | +$3.5M | 0.14% | 121 |
|
|
2025
Q1 | $16M | Buy |
182,703
+3,053
| +2% | +$286K | 0.13% | 124 |
|
|
2024
Q4 | $16.2M | Buy |
179,650
+6,419
| +4% | +$557K | 0.13% | 115 |
|
|
2024
Q3 | $14M | Buy |
173,231
+9,088
| +6% | +$667K | 0.12% | 124 |
|
|
2024
Q2 | $11.1M | Buy |
164,143
+16,545
| +11% | +$1.04M | 0.12% | 113 |
|
|
2024
Q1 | $8.88M | Buy |
147,598
+4,477
| +3% | +$256K | 0.1% | 120 |
|
|
2023
Q4 | $7.52M | Buy |
143,121
+13,701
| +11% | +$725K | 0.1% | 128 |
|
|
2023
Q3 | $6.9M | Sell |
129,420
-16,488,639
| -99% | -$877M | 0.11% | 126 |
|
|
2023
Q2 | $6.88M | Buy |
16,618,059
+16,596,129
| +75,678% | +$837M | 0.1% | 124 |
|
|
2023
Q1 | $1.19M | Sell |
21,930
-55,977
| -72% | -$2.66M | 0.02% | 287 |
|
|
2022
Q4 | $3.68M | Buy |
77,907
+1,785
| +2% | +$84.8K | 0.07% | 156 |
|
|
2022
Q3 | $3.29M | Sell |
76,122
-10,608
| -12% | -$465K | 0.07% | 145 |
|
|
2022
Q2 | $3.52M | Buy |
86,730
+5,871
| +7% | +$271K | 0.08% | 140 |
|
|
2022
Q1 | $4.01M | Buy |
80,859
+1,659
| +2% | +$77.9K | 0.09% | 132 |
|
|
2021
Q4 | $3.82M | Buy |
79,200
+11,202
| +16% | +$535K | 0.09% | 127 |
|
|
2021
Q3 | $3.16M | Sell |
67,998
-5,541
| -8% | -$267K | 0.09% | 129 |
|
|
2021
Q2 | $3.46M | Buy |
73,539
+3,246
| +5% | +$151K | 0.1% | 129 |
|
|
2021
Q1 | $3.18M | Buy |
70,293
+3,540
| +5% | +$164K | 0.1% | 131 |
|
|
2020
Q4 | $3.21M | Buy |
66,753
+1,272
| +2% | +$61.8K | 0.11% | 99 |
|
|
2020
Q3 | $3.05M | Sell |
65,481
-156
| -0.2% | -$6.94K | 0.13% | 88 |
|
|
2020
Q2 | $2.62M | Sell |
65,637
-2,187
| -3% | -$90K | 0.11% | 99 |
|
|
2020
Q1 | $2.57M | Buy |
+67,824
| New | +$2.61M | 0.13% | 104 |
|
|
2019
Q4 | – | Sell |
-31,317
| Closed | -$1.24M | – | 437 |
|
|
2019
Q3 | $1.24M | Buy |
31,317
+621
| +2% | +$23.4K | 0.06% | 130 |
|
|
2019
Q2 | $1.13M | Buy |
+30,696
| New | +$1.06M | 0.07% | 119 |
|
|
2019
Q1 | – | Sell |
-11,178
| Closed | -$347K | – | 289 |
|
|
2018
Q4 | $347K | Buy |
11,178
+474
| +4% | +$15.2K | 0.03% | 197 |
|
|
2018
Q3 | $335K | Buy |
+10,704
| New | +$327K | 0.03% | 207 |
|
Other funds holding WMT
VCM
VPM
EP Wealth Advisors's WMT Position: Q1 2026 in Review
EP Wealth Advisors increased its Walmart Inc (WMT) stake by 9.6% in Q1 2026, buying an estimated $2.63M and bringing the position to 243,657 shares worth $30.3M. The position accounts for 0.15% of the portfolio, ranked #103.
EP Wealth Advisors first reported a position in WMT in Q3 2018 and has held it in 28 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- EP Wealth Advisors held 243,657 shares of Walmart Inc worth $30.3M as of Q1 2026.
- EP Wealth Advisors bought 21,424 Walmart Inc shares in Q1 2026, an estimated $2.63M.
- Walmart Inc made up 0.15% of EP Wealth Advisors's portfolio in Q1 2026, its #103 holding.
- EP Wealth Advisors first reported a position in Walmart Inc in Q3 2018 and has held it in 28 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.