Evergreen Private Wealth’s Walmart Inc WMT Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-73	Closed	-$7.57K	–	230
2025 Q3	$7.57K	Hold	73	–	–	﹤0.01%	166
2025 Q2	$7.18K	Buy	73 +66	+943%	+$6.29K	﹤0.01%	164
2025 Q1	$651	Hold	7	–	–	﹤0.01%	180
2024 Q4	$670	Buy	7 +6	+600%	+$521	﹤0.01%	186
2024 Q3	$81	Buy	+1	New	+$73	﹤0.01%	204

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Evergreen Private Wealth's WMT Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 73 shares — an estimated $7.57K sold.

Evergreen Private Wealth first reported a position in WMT in Q3 2024 and held it in 5 quarters. The position peaked at $7.57K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Evergreen Private Wealth reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 73 Walmart Inc shares in Q4 2025, an estimated $7.57K.
Evergreen Private Wealth first reported a position in Walmart Inc in Q3 2024 and held it in 5 quarters.
Evergreen Private Wealth's Walmart Inc position peaked at $7.57K in Q3 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.