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Evergreen Wealth Management’s Walmart Inc WMT Stock Holding History

Evergreen Wealth 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
2025
Q2 		– Sell
-6,000
Closed -$527K – 54
2025
Q1 		$527K Hold
6,000
– – 0.31% 49
2024
Q4 		$542K Hold
6,000
– – 0.32% 52
2024
Q3 		$485K Hold
6,000
– – 0.29% 53
2024
Q2 		$406K Hold
6,000
– – 0.27% 54
2024
Q1 		$361K Hold
6,000
– – 0.24% 55
2023
Q4 		$315K Sell
6,000
-105
-2% -$5.56K 0.23% 55
2023
Q3 		$325K Hold
6,105
– – 0.26% 56
2023
Q2 		$320K Buy
+6,105
New +$308K 0.25% 52

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Evergreen Wealth Management's WMT Position: Q2 2025 in Review

Evergreen Wealth Management sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 6,000 shares — an estimated $527K sold.

Evergreen Wealth Management first reported a position in WMT in Q2 2023 and held it in 8 quarters. The position peaked at $542K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Evergreen Wealth Management reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Evergreen Wealth Management sold 6,000 Walmart Inc shares in Q2 2025, an estimated $527K.
  • Evergreen Wealth Management first reported a position in Walmart Inc in Q2 2023 and held it in 8 quarters.
  • Evergreen Wealth Management's Walmart Inc position peaked at $542K in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Evergreen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.