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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
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 		$260 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 $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

Evolution Wealth Advisors's WMT Position: Q1 2026 in Review

Evolution Wealth Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 5,593 shares worth $695K. The position accounts for 0.07% of the portfolio, ranked #92.

Evolution Wealth Advisors first reported a position in WMT in Q2 2019 and has held it in 24 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Evolution Wealth Advisors held 5,593 shares of Walmart Inc worth $695K as of Q1 2026.
  • Evolution Wealth Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.07% of Evolution Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Evolution Wealth Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 24 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.