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Everstar Asset Management’s Walmart Inc WMT Stock Holding History

Everstar Asset 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 		$870K Buy
7,683
+1,754
+30% +$218K 0.42% 81
2026
Q1 		$737K Buy
5,929
+9
+0.2% +$1.1K 0.39% 86
2025
Q4 		$659K Sell
5,920
-30
-0.5% -$3.22K 0.35% 89
2025
Q3 		$613K Buy
5,950
+1
+0% +$100 0.35% 96
2025
Q2 		$582K Buy
5,949
+179
+3% +$17.1K 0.35% 91
2025
Q1 		$507K Sell
5,770
-50
-0.9% -$4.69K 0.34% 94
2024
Q4 		$526K Buy
5,820
+591
+11% +$51.3K 0.37% 70
2024
Q3 		$422K Buy
+5,229
New +$384K 0.29% 105

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 $3.38T AUM 44.17% 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

Everstar Asset Management's WMT Position: Q2 2026 in Review

Everstar Asset Management increased its Walmart Inc (WMT) stake by 30% in Q2 2026, buying an estimated $218K and bringing the position to 7,683 shares worth $870K. The position accounts for 0.42% of the portfolio, ranked #81.

Everstar Asset Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Everstar Asset Management held 7,683 shares of Walmart Inc worth $870K as of Q2 2026.
  • Everstar Asset Management bought 1,754 Walmart Inc shares in Q2 2026, an estimated $218K.
  • Walmart Inc made up 0.42% of Everstar Asset Management's portfolio in Q2 2026, its #81 holding.
  • Everstar Asset Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.