Evanson Asset Management’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 | $569K | Buy |
4,577
+1
| +0% | +$123 | 0.03% | 180 |
|
|
2025
Q4 | $510K | Sell |
4,576
-3,270
| -42% | -$351K | 0.03% | 200 |
|
|
2025
Q3 | $809K | Buy |
7,846
+1
| +0% | +$100 | 0.05% | 156 |
|
|
2025
Q2 | $767K | Buy |
7,845
+2
| +0% | +$191 | 0.05% | 158 |
|
|
2025
Q1 | $689K | Sell |
7,843
-1,350
| -15% | -$127K | 0.05% | 147 |
|
|
2024
Q4 | $831K | Sell |
9,193
-3,300
| -26% | -$286K | 0.06% | 136 |
|
|
2024
Q3 | $1.01M | Sell |
12,493
-32
| -0.3% | -$2.35K | 0.07% | 120 |
|
|
2024
Q2 | $848K | Sell |
12,525
-129
| -1% | -$8.12K | 0.06% | 129 |
|
|
2024
Q1 | $761K | Hold |
12,654
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $665K | Sell |
12,654
-1,551
| -11% | -$82.1K | 0.05% | 142 |
|
|
2023
Q3 | $757K | Buy |
14,205
+846
| +6% | +$45K | 0.07% | 124 |
|
|
2023
Q2 | $700K | Buy |
13,359
+84
| +0.6% | +$4.24K | 0.06% | 130 |
|
|
2023
Q1 | $653K | Sell |
13,275
-1,797
| -12% | -$85.3K | 0.06% | 129 |
|
|
2022
Q4 | $712K | Sell |
15,072
-11,316
| -43% | -$537K | 0.08% | 117 |
|
|
2022
Q3 | $1.14M | Buy |
26,388
+1,254
| +5% | +$54.9K | 0.13% | 81 |
|
|
2022
Q2 | $1.02M | Buy |
25,134
+933
| +4% | +$43K | 0.11% | 89 |
|
|
2022
Q1 | $1.2M | Buy |
24,201
+606
| +3% | +$28.4K | 0.12% | 86 |
|
|
2021
Q4 | $1.14M | Sell |
23,595
-393
| -2% | -$18.8K | 0.1% | 91 |
|
|
2021
Q3 | $1.1M | Sell |
23,988
-447
| -2% | -$21.5K | 0.11% | 90 |
|
|
2021
Q2 | $1.15M | Sell |
24,435
-252
| -1% | -$11.7K | 0.12% | 85 |
|
|
2021
Q1 | $1.12M | Buy |
24,687
+195
| +0.8% | +$9.03K | 0.17% | 82 |
|
|
2020
Q4 | $1.18M | Buy |
24,492
+4,248
| +21% | +$206K | 0.19% | 74 |
|
|
2020
Q3 | $944K | Sell |
20,244
-477
| -2% | -$21.2K | 0.17% | 77 |
|
|
2020
Q2 | $827K | Sell |
20,721
-627
| -3% | -$25.8K | 0.16% | 79 |
|
|
2020
Q1 | $809K | Sell |
21,348
-183
| -0.8% | -$7.04K | 0.19% | 74 |
|
|
2019
Q4 | $853K | Buy |
21,531
+300
| +1% | +$11.9K | 0.17% | 81 |
|
|
2019
Q3 | $840K | Buy |
21,231
+78
| +0.4% | +$2.94K | 0.17% | 79 |
|
|
2019
Q2 | $779K | Sell |
21,153
-126
| -0.6% | -$4.34K | 0.16% | 84 |
|
|
2019
Q1 | $692K | Buy |
21,279
+111
| +0.5% | +$3.6K | 0.14% | 92 |
|
|
2018
Q4 | $657K | Buy |
21,168
+2,580
| +14% | +$82.7K | 0.15% | 89 |
|
|
2018
Q3 | $582K | Sell |
18,588
-627
| -3% | -$19.2K | 0.12% | 108 |
|
|
2018
Q2 | $549K | Sell |
19,215
-1,941
| -9% | -$55.2K | 0.11% | 115 |
|
|
2018
Q1 | $627K | Buy |
21,156
+2,598
| +14% | +$83.6K | 0.13% | 103 |
|
|
2017
Q4 | $611K | Buy |
18,558
+9,891
| +114% | +$303K | 0.12% | 112 |
|
|
2017
Q3 | $226K | Sell |
8,667
-891
| -9% | -$23.4K | 0.05% | 208 |
|
|
2017
Q2 | $241K | Buy |
9,558
+270
| +3% | +$6.85K | 0.06% | 192 |
|
|
2017
Q1 | $223K | Buy |
+9,288
| New | +$214K | 0.06% | 197 |
|
|
2015
Q2 | – | Sell |
-9,801
| Closed | -$269K | – | 225 |
|
|
2015
Q1 | $269K | Sell |
9,801
-3
| -0% | -$85 | 0.1% | 149 |
|
|
2014
Q4 | $281K | Buy |
9,804
+1,329
| +16% | +$35.9K | 0.1% | 146 |
|
|
2014
Q3 | $216K | Sell |
8,475
-687
| -7% | -$17.3K | 0.09% | 167 |
|
|
2014
Q2 | $229K | Buy |
9,162
+459
| +5% | +$11.8K | 0.09% | 168 |
|
|
2014
Q1 | $222K | Buy |
8,703
+3
| +0% | +$75 | 0.1% | 153 |
|
|
2013
Q4 | $228K | Buy |
+8,700
| New | +$225K | 0.1% | 140 |
|
Other funds holding WMT
VCM
VPM
Evanson Asset Management's WMT Position: Q1 2026 in Review
Evanson Asset Management increased its Walmart Inc (WMT) stake by 0.02% in Q1 2026, buying an estimated $123 and bringing the position to 4,577 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #180.
Evanson Asset Management first reported a position in WMT in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.2M in Q1 2022. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Evanson Asset Management held 4,577 shares of Walmart Inc worth $569K as of Q1 2026.
- Evanson Asset Management bought 1 Walmart Inc share in Q1 2026, an estimated $123.
- Walmart Inc made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #180 holding.
- Evanson Asset Management first reported a position in Walmart Inc in Q4 2013 and has held it in 43 quarters since.
- Evanson Asset Management's Walmart Inc position peaked at $1.2M in Q1 2022.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.