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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
Q2 		$647K Sell
5,715
-6,200
-52% -$770K 0.24% 40
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 $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 $3.38T AUM 44.17% 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 Management Corp's WMT Position: Q2 2026 in Review

Everest Management Corp reduced its Walmart Inc (WMT) stake by 52% in Q2 2026, selling an estimated $770K and leaving 5,715 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #40.

Everest Management Corp first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Everest Management Corp held 5,715 shares of Walmart Inc worth $647K as of Q2 2026.
  • Everest Management Corp sold 6,200 Walmart Inc shares in Q2 2026, an estimated $770K.
  • Walmart Inc made up 0.24% of Everest Management Corp's portfolio in Q2 2026, its #40 holding.
  • Everest Management Corp first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Everest Management Corp's Walmart Inc position peaked at $1.48M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.