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Evernest Financial Advisors’s Walmart Inc WMT Stock Holding History

Evernest Financial Advisors’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 		$3.32M Sell
29,279
-270
-0.9% -$33.5K 0.69% 28
2026
Q1 		$3.77M Buy
29,549
+148
+0.5% +$18.2K 0.78% 24
2025
Q4 		$3.79M Sell
29,401
-1,101
-4% -$118K 0.8% 26
2025
Q3 		$3.14M Buy
30,502
+11,908
+64% +$1.19M 0.88% 25
2025
Q2 		$1.82M Buy
18,594
+1,221
+7% +$116K 0.59% 36
2025
Q1 		$1.53M Sell
17,373
-32,489
-65% -$3.05M 0.55% 33
2024
Q4 		$4.51M Buy
49,862
+842
+2% +$73.1K 1.17% 18
2024
Q3 		$3.96M Buy
49,020
+31,911
+187% +$2.34M 1.07% 21
2024
Q2 		$1.16M Sell
17,109
-256
-1% -$16.1K 0.52% 41
2024
Q1 		$1.03M Sell
17,365
-20,447
-54% -$1.17M 0.49% 43
2023
Q4 		$1.99M Buy
+37,812
New +$2M 1.01% 23
2021
Q4 		$949K Buy
+16,824
New +$803K 0.49% 46

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

Evernest Financial Advisors's WMT Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Walmart Inc (WMT) stake by 0.91% in Q2 2026, selling an estimated $33.5K and leaving 29,279 shares worth $3.32M. The position accounts for 0.69% of the portfolio, ranked #28.

Evernest Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.51M in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evernest Financial Advisors held 29,279 shares of Walmart Inc worth $3.32M as of Q2 2026.
  • Evernest Financial Advisors sold 270 Walmart Inc shares in Q2 2026, an estimated $33.5K.
  • Walmart Inc made up 0.69% of Evernest Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Evernest Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Walmart Inc position peaked at $4.51M in Q4 2024.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.