EPAM
WMT icon

Evelyn Partners Asset Management’s Walmart Inc WMT Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$126K Hold
1,014
– – 0.03% 127
2025
Q4 		$113K Sell
1,014
-215
-17% -$23.1K 0.03% 120
2025
Q3 		$127K Buy
1,229
+665
+118% +$66.2K 0.03% 114
2025
Q2 		$55.1K Hold
564
– – 0.01% 130
2025
Q1 		$49.5K Hold
564
– – 0.01% 135
2024
Q4 		$51K Buy
+564
New +$48.9K 0.01% 134

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn Partners Asset Management's WMT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Walmart Inc (WMT) position steady in Q1 2026 at 1,014 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #127.

Evelyn Partners Asset Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $127K in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evelyn Partners Asset Management held 1,014 shares of Walmart Inc worth $126K as of Q1 2026.
  • Evelyn Partners Asset Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #127 holding.
  • Evelyn Partners Asset Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Walmart Inc position peaked at $127K in Q3 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.