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Everest Financial Group’s Walmart Inc WMT Stock Holding History

Everest Financial Group’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
Q2 		$528K Buy
4,666
+574
+14% +$71.3K 0.07% 139
2026
Q1 		$509K Buy
4,092
+1,748
+75% +$215K 0.08% 130
2025
Q4 		$261K Buy
+2,344
New +$252K 0.06% 80

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Everest Financial Group's WMT Position: Q2 2026 in Review

Everest Financial Group increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $71.3K and bringing the position to 4,666 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #139.

Everest Financial Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Everest Financial Group held 4,666 shares of Walmart Inc worth $528K as of Q2 2026.
  • Everest Financial Group bought 574 Walmart Inc shares in Q2 2026, an estimated $71.3K.
  • Walmart Inc made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #139 holding.
  • Everest Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.