Evermay Wealth Management
WMT icon

Evermay Wealth Management’s Walmart Inc WMT Stock Holding History

Evermay 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
2026
Q3 		$495K Sell
4,765
-647
-12% -$71K 0.05% 127
2026
Q2 		$613K Buy
5,412
+494
+10% +$61.3K 0.06% 116
2026
Q1 		$612K Sell
4,918
-340
-6% -$41.7K 0.07% 115
2025
Q4 		$586K Sell
5,258
-517
-9% -$55.5K 0.07% 116
2025
Q3 		$595K Hold
5,775
– – 0.07% 116
2025
Q2 		$565K Sell
5,775
-560
-9% -$53.4K 0.07% 119
2025
Q1 		$557K Buy
6,335
+3
+0% +$281 0.07% 117
2024
Q4 		$573K Hold
6,332
– – 0.09% 118
2024
Q3 		$511K Sell
6,332
-240
-4% -$17.6K 0.08% 122
2024
Q2 		$445K Buy
6,572
+344
+6% +$21.7K 0.07% 135
2024
Q1 		$376K Sell
6,228
-33
-0.5% -$1.89K 0.06% 151
2023
Q4 		$330K Buy
6,261
+60
+1% +$3.18K 0.06% 137
2023
Q3 		$331K Buy
6,201
+9
+0.1% +$479 0.07% 123
2023
Q2 		$324K Buy
6,192
+135
+2% +$6.81K 0.06% 130
2023
Q1 		$299K Buy
6,057
+60
+1% +$2.85K 0.06% 136
2022
Q4 		$284K Buy
5,997
+246
+4% +$11.7K 0.06% 140
2022
Q3 		$249K Buy
5,751
+900
+19% +$39.4K 0.05% 145
2022
Q2 		$197K Sell
4,851
-1,119
-19% -$51.6K 0.04% 160
2022
Q1 		$296K Sell
5,970
-90
-1% -$4.22K 0.05% 155
2021
Q4 		$292K Buy
6,060
+1,005
+20% +$48K 0.05% 140
2021
Q3 		$235K Sell
5,055
-10,539
-68% -$508K 0.05% 147
2021
Q2 		$733K Sell
15,594
-150
-1% -$6.99K 0.14% 66
2021
Q1 		$713K Buy
15,744
+321
+2% +$14.9K 0.14% 65
2020
Q4 		$741K Buy
15,423
+354
+2% +$17.2K 0.16% 63
2020
Q3 		$703K Hold
15,069
– – 0.17% 63
2020
Q2 		$602K Buy
+15,069
New +$620K 0.16% 67

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Evermay Wealth Management's WMT Position: Q3 2026 in Review

Evermay Wealth Management reduced its Walmart Inc (WMT) stake by 12% in Q3 2026, selling an estimated $71K and leaving 4,765 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #127.

Evermay Wealth Management first reported a position in WMT in Q2 2020 and has held it in 26 quarters since. The position peaked at $741K in Q4 2020. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Evermay Wealth Management held 4,765 shares of Walmart Inc worth $495K as of Q3 2026.
  • Evermay Wealth Management sold 647 Walmart Inc shares in Q3 2026, an estimated $71K.
  • Walmart Inc made up 0.05% of Evermay Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Evermay Wealth Management first reported a position in Walmart Inc in Q2 2020 and has held it in 26 quarters since.
  • Evermay Wealth Management's Walmart Inc position peaked at $741K in Q4 2020.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.