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Evergreen Capital Management’s Walmart Inc WMT Stock Holding History

Evergreen 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
Q2 		$9.37M Sell
82,734
-779
-0.9% -$96.7K 0.16% 131
2026
Q1 		$10.4M Buy
83,513
+2,735
+3% +$336K 0.23% 107
2025
Q4 		$9M Buy
80,778
+24,152
+43% +$2.59M 0.2% 121
2025
Q3 		$5.84M Buy
56,626
+6,856
+14% +$683K 0.14% 163
2025
Q2 		$4.87M Buy
49,770
+4,400
+10% +$419K 0.15% 162
2025
Q1 		$3.99M Buy
45,370
+1,290
+3% +$121K 0.13% 176
2024
Q4 		$3.99M Sell
44,080
-1,017
-2% -$88.3K 0.13% 176
2024
Q3 		$3.64M Buy
45,097
+541
+1% +$39.7K 0.12% 187
2024
Q2 		$3.02M Buy
44,556
+2,370
+6% +$149K 0.11% 195
2024
Q1 		$2.55M Buy
42,186
+1,323
+3% +$75.7K 0.1% 208
2023
Q4 		$2.15M Buy
40,863
+2,529
+7% +$134K 0.09% 222
2023
Q3 		$2.04M Buy
38,334
+384
+1% +$20.4K 0.09% 217
2023
Q2 		$1.99M Buy
37,950
+1,188
+3% +$59.9K 0.08% 215
2023
Q1 		$1.81M Buy
36,762
+3,705
+11% +$176K 0.08% 217
2022
Q4 		$1.57M Buy
33,057
+4,815
+17% +$229K 0.07% 237
2022
Q3 		$1.22M Buy
28,242
+4,956
+21% +$217K 0.06% 243
2022
Q2 		$944K Sell
23,286
-108
-0.5% -$4.98K 0.05% 256
2022
Q1 		$1.16M Buy
23,394
+3,531
+18% +$166K 0.05% 269
2021
Q4 		$958K Sell
19,863
-1,734
-8% -$82.8K 0.04% 288
2021
Q3 		$1M Buy
21,597
+6,687
+45% +$322K 0.05% 277
2021
Q2 		$701K Buy
14,910
+1,257
+9% +$58.5K 0.03% 299
2021
Q1 		$618K Buy
13,653
+1,842
+16% +$85.3K 0.03% 299
2020
Q4 		$568K Buy
11,811
+2,181
+23% +$106K 0.03% 273
2020
Q3 		$449K Buy
9,630
+1,065
+12% +$47.4K 0.03% 274
2020
Q2 		$342K Buy
8,565
+1,398
+20% +$57.5K 0.03% 292
2020
Q1 		$271K Sell
7,167
-8,931
-55% -$344K 0.03% 293
2019
Q4 		$638K Buy
16,098
+300
+2% +$11.9K 0.05% 210
2019
Q3 		$625K Sell
15,798
-921
-6% -$34.8K 0.06% 198
2019
Q2 		$616K Buy
16,719
+1,977
+13% +$68.1K 0.06% 202
2019
Q1 		$479K Sell
14,742
-1,716
-10% -$55.6K 0.05% 217
2018
Q4 		$511K Sell
16,458
-774
-4% -$24.8K 0.05% 204
2018
Q3 		$539K Buy
17,232
+969
+6% +$29.6K 0.05% 214
2018
Q2 		$464K Sell
16,263
-4,881
-23% -$139K 0.04% 225
2018
Q1 		$627K Buy
21,144
+13,047
+161% +$420K 0.06% 189
2017
Q4 		$266K Buy
+8,097
New +$248K 0.03% 203
2015
Q2 		– Sell
-22,800
Closed -$625K – 103
2015
Q1 		$625K Buy
+22,800
New +$647K 0.14% 78

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Capital Management's WMT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Walmart Inc (WMT) stake by 0.93% in Q2 2026, selling an estimated $96.7K and leaving 82,734 shares worth $9.37M. The position accounts for 0.16% of the portfolio, ranked #131.

Evergreen Capital Management first reported a position in WMT in Q1 2015 and has held it in 36 quarters since. The position peaked at $10.4M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evergreen Capital Management held 82,734 shares of Walmart Inc worth $9.37M as of Q2 2026.
  • Evergreen Capital Management sold 779 Walmart Inc shares in Q2 2026, an estimated $96.7K.
  • Walmart Inc made up 0.16% of Evergreen Capital Management's portfolio in Q2 2026, its #131 holding.
  • Evergreen Capital Management first reported a position in Walmart Inc in Q1 2015 and has held it in 36 quarters since.
  • Evergreen Capital Management's Walmart Inc position peaked at $10.4M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.