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Evelyn Partners Investment Management Services’s Walmart Inc WMT Stock Holding History

Evelyn Partners Investment Management Services’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 		$2.88M Buy
23,138
+7,180
+45% +$882K 0.34% 56
2025
Q4 		$1.78M Buy
15,958
+6,237
+64% +$670K 0.22% 70
2025
Q3 		$1M Sell
9,721
-2,802
-22% -$279K 0.13% 83
2025
Q2 		$1.22M Buy
12,523
+2,926
+30% +$279K 0.18% 73
2025
Q1 		$843K Buy
9,597
+1,905
+25% +$179K 0.14% 84
2024
Q4 		$695K Buy
+7,692
New +$667K 0.12% 81

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 Investment Management Services's WMT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Walmart Inc (WMT) stake by 45% in Q1 2026, buying an estimated $882K and bringing the position to 23,138 shares worth $2.88M. The position accounts for 0.34% of the portfolio, ranked #56.

Evelyn Partners Investment Management Services first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evelyn Partners Investment Management Services held 23,138 shares of Walmart Inc worth $2.88M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 7,180 Walmart Inc shares in Q1 2026, an estimated $882K.
  • Walmart Inc made up 0.34% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #56 holding.
  • Evelyn Partners Investment Management Services first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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