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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
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 $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

Evernest Financial Advisors's WMT Position: Q1 2026 in Review

Evernest Financial Advisors increased its Walmart Inc (WMT) stake by 0.5% in Q1 2026, buying an estimated $18.2K and bringing the position to 29,549 shares worth $3.77M. The position accounts for 0.78% of the portfolio, ranked #24.

Evernest Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.51M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evernest Financial Advisors held 29,549 shares of Walmart Inc worth $3.77M as of Q1 2026.
  • Evernest Financial Advisors bought 148 Walmart Inc shares in Q1 2026, an estimated $18.2K.
  • Walmart Inc made up 0.78% of Evernest Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Evernest Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Walmart Inc position peaked at $4.51M in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.