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Evolution Wealth Advisors’s Walmart Inc WMT Stock Holding History

Evolution 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 		$667K Buy
5,893
+300
+5% +$37.2K 0.08% 98
2026
Q1 		$695K Hold
5,593
– – 0.07% 92
2025
Q4 		$623K Hold
5,593
– – 0.06% 92
2025
Q3 		$576K Sell
5,593
-100
-2% -$9.96K 0.08% 98
2025
Q2 		$557K Buy
5,693
+38
+0.7% +$3.62K 0.08% 95
2025
Q1 		$496K Sell
5,655
-748
-12% -$70.2K 0.08% 89
2024
Q4 		$579K Buy
6,403
+3,450
+117% +$299K 0.1% 81
2024
Q3 		$238K Sell
2,953
-2,658
-47% -$195K 0.04% 120
2024
Q2 		$380K Buy
5,611
+211
+4% +$13.3K 0.07% 94
2024
Q1 		$325K Buy
+5,400
New +$309K 0.06% 96
2023
Q2 		– Sell
-5,400
Closed -$265K – 125
2023
Q1 		$265K Buy
5,400
+615
+13% +$29.2K 0.06% 100
2022
Q4 		$226K Hold
4,785
– – 0.06% 111
2022
Q3 		$207K Sell
4,785
-615
-11% -$26.9K 0.06% 98
2022
Q2 		$219K Hold
5,400
– – 0.06% 99
2022
Q1 		$268K Hold
5,400
– – 0.06% 92
2021
Q4 		$260K Hold
5,400
– – 0.04% 107
2021
Q3 		$251K Hold
5,400
– – 0.05% 90
2021
Q2 		$254K Hold
5,400
– – 0.05% 98
2021
Q1 		$244K Buy
5,400
+105
+2% +$4.86K 0.05% 94
2020
Q4 		$254K Sell
5,295
-8,787
-62% -$427K 0.06% 93
2020
Q3 		$657K Buy
14,082
+13,371
+1,881% +$594K 0.18% 55
2020
Q2 		$28K Buy
711
+615
+641% +$25.3K 0.01% 183
2020
Q1 		$4K Sell
96
-555
-85% -$21.3K ﹤0.01% 281
2019
Q4 		$26K Buy
+651
New +$25.9K 0.01% 204
2019
Q3 		– Sell
-597
Closed -$22K – 593
2019
Q2 		$22K Buy
+597
New +$20.6K 0.01% 123

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

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

Evolution Wealth Advisors increased its Walmart Inc (WMT) stake by 5.4% in Q2 2026, buying an estimated $37.2K and bringing the position to 5,893 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #98.

Evolution Wealth Advisors first reported a position in WMT in Q2 2019 and has held it in 25 quarters since. The position peaked at $695K in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Evolution Wealth Advisors held 5,893 shares of Walmart Inc worth $667K as of Q2 2026.
  • Evolution Wealth Advisors bought 300 Walmart Inc shares in Q2 2026, an estimated $37.2K.
  • Walmart Inc made up 0.08% of Evolution Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Evolution Wealth Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 25 quarters since.
  • Evolution Wealth Advisors's Walmart Inc position peaked at $695K in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.