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Everest Management Corp’s Walmart Inc WMT Stock Holding History

Everest Management Corp’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 		$1.48M Buy
11,915
+8,957
+303% +$1.1M 0.75% 26
2025
Q4 		$330K Buy
2,958
+334
+13% +$35.9K 0.18% 47
2025
Q3 		$270K Buy
2,624
+78
+3% +$7.76K 0.17% 54
2025
Q2 		$249K Buy
2,546
+259
+11% +$24.7K 0.18% 56
2025
Q1 		$201K Buy
+2,287
New +$215K 0.18% 50

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

Everest Management Corp's WMT Position: Q1 2026 in Review

Everest Management Corp increased its Walmart Inc (WMT) stake by 303% in Q1 2026, buying an estimated $1.1M and bringing the position to 11,915 shares worth $1.48M. The position accounts for 0.75% of the portfolio, ranked #26.

Everest Management Corp first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Everest Management Corp held 11,915 shares of Walmart Inc worth $1.48M as of Q1 2026.
  • Everest Management Corp bought 8,957 Walmart Inc shares in Q1 2026, an estimated $1.1M.
  • Walmart Inc made up 0.75% of Everest Management Corp's portfolio in Q1 2026, its #26 holding.
  • Everest Management Corp first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.