EW
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Evoke Wealth’s Walmart Inc WMT Stock Holding History

Evoke Wealth’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 		$5.31M Sell
42,602
-1,896
-4% -$233K 0.1% 86
2025
Q4 		$4.97M Buy
44,498
+5,891
+15% +$633K 0.09% 96
2025
Q3 		$3.98M Buy
38,607
+9,486
+33% +$944K 0.08% 102
2025
Q2 		$2.85M Buy
29,121
+5,401
+23% +$515K 0.07% 114
2025
Q1 		$2.09M Buy
23,720
+1,028
+5% +$96.4K 0.05% 131
2024
Q4 		$2.05M Buy
22,692
+2,267
+11% +$197K 0.06% 125
2024
Q3 		$1.65M Buy
+20,425
New +$1.5M 0.04% 138
2024
Q2 		– Sell
-17,266
Closed -$1.04M – 401
2024
Q1 		$1.04M Buy
+17,266
New +$988K 0.03% 176
2023
Q4 		– Sell
-15,522
Closed -$827K – 373
2023
Q3 		$827K Buy
15,522
+1,614
+12% +$85.9K 0.03% 192
2023
Q2 		$729K Buy
13,908
+420
+3% +$21.2K 0.03% 186
2023
Q1 		$665K Buy
13,488
+1,029
+8% +$48.8K 0.02% 189
2022
Q4 		$591K Buy
12,459
+300
+2% +$14.2K 0.02% 206
2022
Q3 		$526K Sell
12,159
-15
-0.1% -$657 0.02% 207
2022
Q2 		$493K Sell
12,174
-822
-6% -$37.9K 0.02% 217
2022
Q1 		$647K Buy
12,996
+996
+8% +$46.8K 0.02% 209
2021
Q4 		$581K Buy
12,000
+2,253
+23% +$108K 0.02% 226
2021
Q3 		$452K Sell
9,747
-750
-7% -$36.1K 0.02% 242
2021
Q2 		$493K Buy
10,497
+450
+4% +$21K 0.02% 237
2021
Q1 		$457K Buy
10,047
+1,128
+13% +$52.3K 0.02% 225
2020
Q4 		$430K Buy
8,919
+36
+0.4% +$1.75K 0.03% 162
2020
Q3 		$414K Buy
8,883
+2,691
+43% +$120K 0.03% 146
2020
Q2 		$247K Sell
6,192
-4,833
-44% -$199K 0.02% 175
2020
Q1 		$419K Sell
11,025
-624
-5% -$24K 0.06% 109
2019
Q4 		$464K Sell
11,649
-8,643
-43% -$343K 0.06% 128
2019
Q3 		$803K Buy
+20,292
New +$766K 0.1% 106

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

Evoke Wealth's WMT Position: Q1 2026 in Review

Evoke Wealth reduced its Walmart Inc (WMT) stake by 4.3% in Q1 2026, selling an estimated $233K and leaving 42,602 shares worth $5.31M. The position accounts for 0.1% of the portfolio, ranked #86.

Evoke Wealth first reported a position in WMT in Q3 2019 and has held it in 25 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evoke Wealth held 42,602 shares of Walmart Inc worth $5.31M as of Q1 2026.
  • Evoke Wealth sold 1,896 Walmart Inc shares in Q1 2026, an estimated $233K.
  • Walmart Inc made up 0.1% of Evoke Wealth's portfolio in Q1 2026, its #86 holding.
  • Evoke Wealth first reported a position in Walmart Inc in Q3 2019 and has held it in 25 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.