EWM
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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
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% +$3.17K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evermay Wealth Management's WMT Position: Q2 2026 in Review

Evermay Wealth Management increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $61.3K and bringing the position to 5,412 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #116.

Evermay Wealth Management first reported a position in WMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $741K in Q4 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evermay Wealth Management held 5,412 shares of Walmart Inc worth $613K as of Q2 2026.
  • Evermay Wealth Management bought 494 Walmart Inc shares in Q2 2026, an estimated $61.3K.
  • Walmart Inc made up 0.06% of Evermay Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Evermay Wealth Management first reported a position in Walmart Inc in Q2 2020 and has held it in 25 quarters since.
  • Evermay Wealth Management's Walmart Inc position peaked at $741K in Q4 2020.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.