Everence Capital Management’s Walmart Inc WMT Stock Holding History

Everence Capital 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	$15.1M	Hold	121,850	–	–	0.92%	17
2025 Q4	$13.6M	Hold	121,850	–	–	0.8%	18
2025 Q3	$12.6M	Hold	121,850	–	–	0.75%	21
2025 Q2	$11.9M	Hold	121,850	–	–	0.77%	21
2025 Q1	$10.7M	Hold	121,850	–	–	0.73%	24
2024 Q4	$11M	Sell	121,850 -10,950	-8%	-$950K	0.72%	19
2024 Q3	$10.7M	Buy	132,800 +5,900	+5%	+$433K	0.68%	27
2024 Q2	$7.53K	Hold	126,900	–	–	0.52%	34
2024 Q1	$7.64K	Hold	126,900	–	–	0.5%	33
2023 Q4	$6.67M	Buy	126,900 +7,770	+7%	+$411K	0.48%	35
2023 Q3	$6.35K	Buy	119,130 +6,990	+6%	+$372K	0.49%	32
2023 Q2	$5.49M	Hold	112,140	–	–	0.45%	36
2023 Q1	$5.51K	Hold	112,140	–	–	0.45%	37
2022 Q4	$5.3K	Buy	112,140 +3,660	+3%	+$174K	0.46%	36
2022 Q3	$4.69M	Buy	108,480 +8,130	+8%	+$356K	0.43%	41
2022 Q2	$4.07M	Sell	100,350 -15,690	-14%	-$724K	0.36%	54
2022 Q1	$5.76M	Buy	116,040 +9,750	+9%	+$458K	0.44%	41
2021 Q4	$5.13M	Hold	106,290	–	–	0.38%	48
2021 Q3	$4.94M	Hold	106,290	–	–	0.41%	42
2021 Q2	$5M	Buy	106,290 +22,620	+27%	+$1.05M	0.41%	43
2021 Q1	$3.79M	Hold	83,670	–	–	0.35%	48
2020 Q4	$4.02M	Sell	83,670 -28,620	-25%	-$1.39M	0.39%	45
2020 Q3	$5.24M	Buy	112,290 +240	+0.2%	+$10.7K	0.58%	28
2020 Q2	$4.63M	Buy	112,050 +7,590	+7%	+$312K	0.55%	32
2020 Q1	$3.96M	Hold	104,460	–	–	0.56%	31
2019 Q4	$4.14M	Sell	104,460 -1,401	-1%	-$55.6K	0.62%	27
2019 Q3	$4.19M	Hold	105,861	–	–	0.68%	26
2019 Q2	$3.9M	Hold	105,861	–	–	0.64%	28
2019 Q1	$3.44M	Buy	105,861 +14,253	+16%	+$462K	0.6%	31
2018 Q4	$2.84M	Hold	91,608	–	–	0.66%	30
2018 Q3	$2.87M	Hold	91,608	–	–	0.57%	36
2018 Q2	$2.62M	Sell	91,608 -10,710	-10%	-$304K	0.55%	36
2018 Q1	$3.03M	Hold	102,318	–	–	0.67%	29
2017 Q4	$3.37M	Buy	102,318 +4,185	+4%	+$128K	0.74%	28
2017 Q3	$2.56M	Buy	98,133 +5,460	+6%	+$143K	0.58%	39
2017 Q2	$2.34M	Hold	92,673	–	–	0.57%	38
2017 Q1	$2.23M	Hold	92,673	–	–	0.58%	39
2016 Q4	$2.13M	Sell	92,673 -243	-0.3%	-$5.67K	0.61%	37
2016 Q3	$2.23M	Hold	92,916	–	–	0.66%	36
2016 Q2	$2.26M	Sell	92,916 -7,860	-8%	-$182K	0.69%	34
2016 Q1	$2.3M	Hold	100,776	–	–	0.72%	35
2015 Q4	$2.06M	Buy	100,776 +9,204	+10%	+$185K	0.67%	40
2015 Q3	$1.98M	Hold	91,572	–	–	0.68%	41
2015 Q2	$2.17M	Hold	91,572	–	–	0.7%	40
2015 Q1	$2.56M	Hold	91,572	–	–	0.86%	26
2014 Q4	$2.62M	Hold	91,572	–	–	0.9%	23
2014 Q3	$2.31M	Buy	91,572 +4,740	+5%	+$120K	0.84%	29
2014 Q2	$2.17M	Hold	86,832	–	–	0.81%	28
2014 Q1	$2.21M	Hold	86,832	–	–	0.87%	25
2013 Q4	$2.28M	Hold	86,832	–	–	0.92%	25
2013 Q3	$2.14M	Hold	86,832	–	–	0.92%	26
2013 Q2	$2.16M	Buy	+86,832	New	+$2.23M	0.98%	23

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Everence Capital Management's WMT Position: Q1 2026 in Review

Everence Capital Management held its Walmart Inc (WMT) position steady in Q1 2026 at 121,850 shares worth $15.1M. The position accounts for 0.92% of the portfolio, ranked #17.

Everence Capital Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Everence Capital Management held 121,850 shares of Walmart Inc worth $15.1M as of Q1 2026.
Everence Capital Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.92% of Everence Capital Management's portfolio in Q1 2026, its #17 holding.
Everence Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.