Evelyn Partners Investment Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.3M Buy
189,321
+172,452
+1,022% +$17.5M 0.8% 30
2025
Q1
$18.1M Buy
+16,869
New +$18.1M 0.82% 30