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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Wealth Solutions's WMT Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Walmart Inc (WMT) stake by 320% in Q1 2026, buying an estimated $2.62M and bringing the position to 28,018 shares worth $3.48M. The position accounts for 0.25% of the portfolio, ranked #81.

Evergreen Wealth Solutions first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evergreen Wealth Solutions held 28,018 shares of Walmart Inc worth $3.48M as of Q1 2026.
  • Evergreen Wealth Solutions bought 21,345 Walmart Inc shares in Q1 2026, an estimated $2.62M.
  • Walmart Inc made up 0.25% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #81 holding.
  • Evergreen Wealth Solutions first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.