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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

WMT holding history

Walmart Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
5,412
Value
$613.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,412$613.0K0.1%+494+10.0%AddedHolders
Q1 20264,918$612.2K0.1%−340−6.5%ReducedHolders
Q4 20255,258$585.8K0.1%−517−9.0%ReducedHolders
Q3 20255,775$595.2K0.1%00.0%UnchangedHolders
Q2 20255,775$564.7K0.1%−560−8.8%ReducedHolders
Q1 20256,335$557.3K0.1%+30.0%AddedHolders
Q4 20246,332$573.2K0.1%00.0%UnchangedHolders
Q3 20246,332$511.3K0.1%−240−3.7%ReducedHolders
Q2 20246,572$445.0K0.1%+344+5.5%AddedHolders
Q1 20246,228$375.8K0.1%−33−0.5%ReducedConverted for a 3-for-1 splitHolders
Q4 20232,087$330.0K0.1%+20+1.0%AddedHolders
Q3 20232,067$330.6K0.1%+3+0.1%AddedHolders
Q2 20232,064$324.4K0.1%+45+2.2%AddedHolders
Q1 20232,019$298.8K0.1%+20+1.0%AddedHolders
Q4 20221,999$284.4K0.1%+82+4.3%AddedHolders
Q3 20221,917$249.0K<0.1%+300+18.6%AddedHolders
Q2 20221,617$197.0K<0.1%−373−18.7%ReducedHolders
Q1 20221,990$296.0K<0.1%−30−1.5%ReducedHolders
Q4 20212,020$292.0K0.1%+335+19.9%AddedHolders
Q3 20211,685$235.0K<0.1%−3,513−67.6%ReducedHolders
Q2 20215,198$733.0K0.1%−50−1.0%ReducedHolders
Q1 20215,248$713.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.