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Evercore Wealth Management’s Walmart Inc WMT Stock Holding History

Evercore Wealth 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 		$9.73M Sell
78,258
-1,062
-1% -$130K 0.15% 76
2025
Q4 		$8.84M Sell
79,320
-361
-0.5% -$38.8K 0.13% 80
2025
Q3 		$8.21M Sell
79,681
-716
-0.9% -$71.3K 0.12% 82
2025
Q2 		$7.86M Buy
80,397
+10
+0% +$953 0.12% 82
2025
Q1 		$7.06M Sell
80,387
-3,199
-4% -$300K 0.11% 86
2024
Q4 		$7.55M Sell
83,586
-971
-1% -$84.3K 0.11% 84
2024
Q3 		$6.83M Buy
84,557
+528
+0.6% +$38.8K 0.1% 86
2024
Q2 		$5.69M Buy
84,029
+1,566
+2% +$98.6K 0.09% 91
2024
Q1 		$4.96M Buy
82,463
+26
+0% +$1.49K 0.08% 97
2023
Q4 		$4.33M Buy
82,437
+3,531
+4% +$187K 0.07% 103
2023
Q3 		$4.21M Sell
78,906
-330
-0.4% -$17.6K 0.08% 100
2023
Q2 		$4.15M Sell
79,236
-81
-0.1% -$4.09K 0.08% 103
2023
Q1 		$3.9M Sell
79,317
-1,092
-1% -$51.8K 0.08% 102
2022
Q4 		$3.8M Buy
80,409
+129
+0.2% +$6.13K 0.08% 101
2022
Q3 		$3.47M Buy
80,280
+351
+0.4% +$15.4K 0.08% 102
2022
Q2 		$3.24M Sell
79,929
-2,337
-3% -$108K 0.07% 116
2022
Q1 		$4.08M Sell
82,266
-48,669
-37% -$2.28M 0.07% 112
2021
Q4 		$6.32M Sell
130,935
-555
-0.4% -$26.5K 0.1% 94
2021
Q3 		$6.11M Sell
131,490
-19,527
-13% -$941K 0.11% 91
2021
Q2 		$7.1M Buy
151,017
+1,311
+0.9% +$61.1K 0.13% 84
2021
Q1 		$6.78M Buy
149,706
+30,153
+25% +$1.4M 0.13% 87
2020
Q4 		$5.75M Buy
119,553
+2,622
+2% +$127K 0.12% 93
2020
Q3 		$5.45M Buy
116,931
+31,809
+37% +$1.41M 0.13% 86
2020
Q2 		$3.4M Sell
85,122
-2,736
-3% -$113K 0.09% 99
2020
Q1 		$3.33M Buy
87,858
+2,688
+3% +$103K 0.11% 93
2019
Q4 		$3.37M Buy
85,170
+2,448
+3% +$97.2K 0.09% 115
2019
Q3 		$3.27M Sell
82,722
-48
-0.1% -$1.81K 0.1% 113
2019
Q2 		$3.05M Buy
82,770
+5,322
+7% +$183K 0.09% 121
2019
Q1 		$2.52M Sell
77,448
-3,744
-5% -$121K 0.08% 130
2018
Q4 		$2.52M Sell
81,192
-2,775
-3% -$89K 0.1% 115
2018
Q3 		$2.63M Buy
83,967
+8,163
+11% +$250K 0.08% 123
2018
Q2 		$2.16M Buy
75,804
+1,452
+2% +$41.3K 0.07% 134
2018
Q1 		$2.21M Sell
74,352
-2,325
-3% -$74.8K 0.08% 123
2017
Q4 		$2.52M Sell
76,677
-600
-0.8% -$18.4K 0.09% 120
2017
Q3 		$2.01M Sell
77,277
-10,206
-12% -$268K 0.08% 134
2017
Q2 		$2.21M Buy
87,483
+1,980
+2% +$50.3K 0.09% 128
2017
Q1 		$2.05M Buy
85,503
+1,518
+2% +$34.9K 0.08% 132
2016
Q4 		$1.94M Sell
83,985
-2,415
-3% -$56.4K 0.08% 133
2016
Q3 		$2.08M Buy
86,400
+3,864
+5% +$93.7K 0.09% 131
2016
Q2 		$2.01M Buy
82,536
+10,485
+15% +$243K 0.09% 129
2016
Q1 		$1.65M Sell
72,051
-12,186
-14% -$267K 0.07% 138
2015
Q4 		$1.72M Sell
84,237
-4,317
-5% -$86.6K 0.08% 139
2015
Q3 		$1.91M Buy
88,554
+1,041
+1% +$23.9K 0.09% 130
2015
Q2 		$2.07M Sell
87,513
-13,194
-13% -$336K 0.09% 132
2015
Q1 		$2.75M Sell
100,707
-507
-0.5% -$14.4K 0.13% 118
2014
Q4 		$2.91M Sell
101,214
-13,026
-11% -$352K 0.14% 108
2014
Q3 		$2.91M Sell
114,240
-1,419
-1% -$35.8K 0.15% 118
2014
Q2 		$2.9M Buy
115,659
+3,522
+3% +$90.5K 0.15% 118
2014
Q1 		$2.86M Sell
112,137
-67,122
-37% -$1.69M 0.16% 118
2013
Q4 		$4.7M Buy
179,259
+34,815
+24% +$899K 0.26% 98
2013
Q3 		$3.56M Sell
144,444
-32,946
-19% -$831K 0.2% 118
2013
Q2 		$4.4M Buy
+177,390
New +$4.55M 0.25% 106

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

Evercore Wealth Management's WMT Position: Q1 2026 in Review

Evercore Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $130K and leaving 78,258 shares worth $9.73M. The position accounts for 0.15% of the portfolio, ranked #76.

Evercore Wealth Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evercore Wealth Management held 78,258 shares of Walmart Inc worth $9.73M as of Q1 2026.
  • Evercore Wealth Management sold 1,062 Walmart Inc shares in Q1 2026, an estimated $130K.
  • Walmart Inc made up 0.15% of Evercore Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Evercore Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.