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Evanson Financial’s Walmart Inc WMT Stock Holding History

Evanson Financial’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
+5,064
New +$629K 0.03% 194

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evanson Financial's WMT Position: Q2 2026 in Review

Evanson Financial opened a new position in Walmart Inc (WMT) in Q2 2026: 5,064 shares worth $574K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings.

4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evanson Financial held 5,064 shares of Walmart Inc worth $574K as of Q2 2026.
  • Walmart Inc was a new Evanson Financial position in Q2 2026.
  • Walmart Inc made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #194 holding.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.