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Everpar Advisors’s Walmart Inc WMT Stock Holding History

Everpar 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 		$3.03M Sell
26,765
-615
-2% -$76.3K 0.86% 27
2026
Q1 		$3.4M Buy
27,380
+424
+2% +$52.1K 1.17% 17
2025
Q4 		$3M Buy
26,956
+4,108
+18% +$441K 1.11% 17
2025
Q3 		$2.35M Buy
22,848
+668
+3% +$66.5K 0.93% 20
2025
Q2 		$2.17M Buy
22,180
+2,039
+10% +$194K 0.99% 18
2025
Q1 		$1.77M Buy
20,141
+131
+0.7% +$12.3K 0.94% 18
2024
Q4 		$1.81M Sell
20,010
-363
-2% -$31.5K 0.91% 21
2024
Q3 		$1.65M Buy
20,373
+449
+2% +$33K 0.85% 23
2024
Q2 		$1.35M Buy
19,924
+1,706
+9% +$107K 0.68% 28
2024
Q1 		$1.1M Buy
18,218
+89
+0.5% +$5.09K 0.67% 30
2023
Q4 		$953K Buy
+18,129
New +$959K 0.44% 62

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

Everpar Advisors's WMT Position: Q2 2026 in Review

Everpar Advisors reduced its Walmart Inc (WMT) stake by 2.2% in Q2 2026, selling an estimated $76.3K and leaving 26,765 shares worth $3.03M. The position accounts for 0.86% of the portfolio, ranked #27.

Everpar Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Everpar Advisors held 26,765 shares of Walmart Inc worth $3.03M as of Q2 2026.
  • Everpar Advisors sold 615 Walmart Inc shares in Q2 2026, an estimated $76.3K.
  • Walmart Inc made up 0.86% of Everpar Advisors's portfolio in Q2 2026, its #27 holding.
  • Everpar Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Walmart Inc position peaked at $3.4M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.