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Evergreen Wealth Solutions’s Walmart Inc WMT Stock Holding History

Evergreen Wealth Solutions’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 		$3.76M Buy
32,471
+4,453
+16% +$553K 0.2% 90
2026
Q1 		$3.48M Buy
28,018
+21,345
+320% +$2.62M 0.25% 81
2025
Q4 		$743K Buy
6,673
+2,800
+72% +$301K 0.1% 99
2025
Q3 		$399K Buy
3,873
+1,372
+55% +$137K 0.23% 75
2025
Q2 		$245K Sell
2,501
-399
-14% -$38K 0.15% 101
2025
Q1 		$255K Sell
2,900
-283
-9% -$26.5K 0.17% 94
2024
Q4 		$288K Sell
3,183
-3,949
-55% -$343K 0.2% 82
2024
Q3 		$576K Sell
7,132
-1,864
-21% -$137K 0.39% 49
2024
Q2 		$609K Sell
8,996
-429
-5% -$27K 0.43% 48
2024
Q1 		$567K Sell
9,425
-364
-4% -$20.8K 0.42% 55
2023
Q4 		$514K Buy
9,789
+153
+2% +$8.1K 0.44% 56
2023
Q3 		$514K Sell
9,636
-1,203
-11% -$64K 0.52% 56
2023
Q2 		$568K Buy
10,839
+732
+7% +$36.9K 0.57% 54
2023
Q1 		$497K Sell
10,107
-651
-6% -$30.9K 0.57% 59
2022
Q4 		$508K Sell
10,758
-1,839
-15% -$87.3K 0.67% 46
2022
Q3 		$545K Buy
12,597
+192
+2% +$8.41K 0.77% 40
2022
Q2 		$503K Sell
12,405
-624
-5% -$28.8K 0.62% 53
2022
Q1 		$647K Sell
13,029
-555
-4% -$26.1K 0.63% 39
2021
Q4 		$655K Buy
+13,584
New +$649K 0.59% 44

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 $3.37T AUM 44.26% 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

Evergreen Wealth Solutions's WMT Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $553K and bringing the position to 32,471 shares worth $3.76M. The position accounts for 0.2% of the portfolio, ranked #90.

Evergreen Wealth Solutions first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evergreen Wealth Solutions held 32,471 shares of Walmart Inc worth $3.76M as of Q2 2026.
  • Evergreen Wealth Solutions bought 4,453 Walmart Inc shares in Q2 2026, an estimated $553K.
  • Walmart Inc made up 0.2% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #90 holding.
  • Evergreen Wealth Solutions first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.