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EverSource Wealth Advisors’s Walmart Inc WMT Stock Holding History

EverSource Wealth 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 		$9.24M Sell
81,600
-31,851
-28% -$3.95M 0.31% 71
2026
Q1 		$14.1M Buy
113,451
+22,568
+25% +$2.77M 0.43% 54
2025
Q4 		$10.1M Buy
90,883
+7,707
+9% +$828K 0.37% 60
2025
Q3 		$8.57M Buy
83,176
+6,597
+9% +$657K 0.34% 73
2025
Q2 		$7.49M Buy
76,579
+1,556
+2% +$148K 0.34% 71
2025
Q1 		$6.59M Buy
75,023
+1,735
+2% +$163K 0.36% 70
2024
Q4 		$6.62M Buy
73,288
+3,481
+5% +$302K 0.37% 64
2024
Q3 		$5.64M Sell
69,807
-2,538
-4% -$186K 0.36% 65
2024
Q2 		$4.97M Buy
72,345
+11,268
+18% +$710K 0.33% 70
2024
Q1 		$3.62M Buy
61,077
+8,856
+17% +$507K 0.29% 80
2023
Q4 		$2.74M Buy
52,221
+5,169
+11% +$274K 0.25% 91
2023
Q3 		$2.51M Sell
47,052
-894
-2% -$47.6K 0.27% 84
2023
Q2 		$2.51M Buy
47,946
+12,825
+37% +$647K 0.28% 88
2023
Q1 		$1.73M Sell
35,121
-24
-0.1% -$1.14K 0.21% 103
2022
Q4 		$1.66M Buy
35,145
+5,271
+18% +$250K 0.25% 86
2022
Q3 		$1.29M Buy
29,874
+18,453
+162% +$808K 0.3% 66
2022
Q2 		$464K Buy
11,421
+2,886
+34% +$133K 0.12% 158
2022
Q1 		$424K Buy
8,535
+696
+9% +$32.7K 0.11% 171
2021
Q4 		$378K Buy
+7,839
New +$374K 0.11% 149

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

EverSource Wealth Advisors's WMT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Walmart Inc (WMT) stake by 28% in Q2 2026, selling an estimated $3.95M and leaving 81,600 shares worth $9.24M. The position accounts for 0.31% of the portfolio, ranked #71.

EverSource Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q1 2026. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • EverSource Wealth Advisors held 81,600 shares of Walmart Inc worth $9.24M as of Q2 2026.
  • EverSource Wealth Advisors sold 31,851 Walmart Inc shares in Q2 2026, an estimated $3.95M.
  • Walmart Inc made up 0.31% of EverSource Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • EverSource Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Walmart Inc position peaked at $14.1M in Q1 2026.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.