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Everhart Financial Group’s Walmart Inc WMT Stock Holding History

Everhart Financial Group’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 		$5.11M Sell
45,089
-2,634
-6% -$327K 0.33% 39
2026
Q1 		$5.93M Buy
47,723
+5,619
+13% +$690K 0.51% 29
2025
Q4 		$4.69M Buy
42,104
+4,102
+11% +$440K 0.43% 29
2025
Q3 		$3.92M Buy
38,002
+1,726
+5% +$172K 0.39% 37
2025
Q2 		$3.55M Buy
36,276
+3,847
+12% +$367K 0.41% 35
2025
Q1 		$2.85M Buy
32,429
+855
+3% +$80.2K 0.39% 39
2024
Q4 		$2.85M Buy
31,574
+1,690
+6% +$147K 0.59% 36
2024
Q3 		$2.41M Buy
29,884
+3,693
+14% +$271K 0.53% 36
2024
Q2 		$1.77M Buy
26,191
+2,781
+12% +$175K 0.46% 40
2024
Q1 		$1.41M Buy
23,410
+2,602
+13% +$149K 0.41% 43
2023
Q4 		$1.09M Buy
20,808
+630
+3% +$33.3K 0.39% 53
2023
Q3 		$1.08M Buy
20,178
+597
+3% +$31.8K 0.46% 47
2023
Q2 		$1.03M Buy
19,581
+900
+5% +$45.4K 0.42% 50
2023
Q1 		$918K Sell
18,681
-66
-0.4% -$3.13K 0.41% 51
2022
Q4 		$886K Buy
18,747
+3,390
+22% +$161K 0.45% 46
2022
Q3 		$664K Buy
15,357
+5,391
+54% +$236K 0.37% 51
2022
Q2 		$404K Sell
9,966
-3,021
-23% -$139K 0.25% 94
2022
Q1 		$645K Buy
12,987
+3,522
+37% +$165K 0.37% 54
2021
Q4 		$456K Sell
9,465
-360
-4% -$17.2K 0.28% 65
2021
Q3 		$457K Buy
9,825
+1,005
+11% +$48.4K 0.31% 60
2021
Q2 		$414K Buy
8,820
+3,348
+61% +$156K 0.28% 61
2021
Q1 		$247K Buy
5,472
+261
+5% +$12.1K 0.22% 68
2020
Q4 		$251K Buy
+5,211
New +$253K 0.23% 63

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everhart Financial Group's WMT Position: Q2 2026 in Review

Everhart Financial Group reduced its Walmart Inc (WMT) stake by 5.5% in Q2 2026, selling an estimated $327K and leaving 45,089 shares worth $5.11M. The position accounts for 0.33% of the portfolio, ranked #39.

Everhart Financial Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.93M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Everhart Financial Group held 45,089 shares of Walmart Inc worth $5.11M as of Q2 2026.
  • Everhart Financial Group sold 2,634 Walmart Inc shares in Q2 2026, an estimated $327K.
  • Walmart Inc made up 0.33% of Everhart Financial Group's portfolio in Q2 2026, its #39 holding.
  • Everhart Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Walmart Inc position peaked at $5.93M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.