Evercore Wealth Management, LLC reports 1.34% decrease in ownership of WMT / Walmart Inc.

월마트 주식회사

MX ˙ BMV ˙ US9311421039

Security	MX:WMT / Walmart Inc.
Institution	Evercore Wealth Management, LLC
Latest Disclosed Ownership	78,258 shares
Latest Disclosed Value	$ 9,725,904

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 78,258 shares of Walmart Inc. (MX:WMT) valued at $9,725,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,320 shares of Walmart Inc.. This represents a change in shares of -1.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	WALMART	COM	931142103	78,258	-1,062	-1.34	9,726	10.05	0.1529
2026-02-17	2025-12-31	13F	WALMART	COM	931142103	79,320	-361	-0.45	8,837	7.62	0.1295
2025-11-14	2025-09-30	13F	WALMART	COM	931142103	79,681	-716	-0.89	8,212	4.45	0.1205
2025-08-14	2025-06-30	13F	WALMART	COM	931142103	80,397	10	0.01	7,861	11.39	0.1222
2025-05-15	2025-03-31	13F	WALMART	COM	931142103	80,387	-3,199	-3.83	7,057	-6.54	0.1134
2025-02-14	2024-12-31	13F	WALMART	COM	931142103	83,586	-971	-1.15	7,552	10.60	0.1131
2024-11-14	2024-09-30	13F	WALMART	COM	931142103	84,557	528	0.63	6,828	20.00	0.1024
2024-08-14	2024-06-30	13F	WALMART	COM	931142103	84,029	1,566	1.90	5,690	14.67	0.0896
2024-05-15	2024-03-31	13F	WALMART	COM	931142103	82,463	54,984	200.09	4,962	14.52	0.0778
2024-02-14	2023-12-31	13F	WALMART	COM	931142103	27,479	1,177	4.47	4,332	3.00	0.0726
2023-11-14	2023-09-30	13F	WALMART	COM	931142103	26,302	-110	-0.42	4,206	1.32	0.0787
2023-08-04	2023-06-30	13F	WALMART	COM	931142103	26,412	-27	-0.10	4,151	6.49	0.0761
2023-05-15	2023-03-31	13F	WALMART	COM	931142103	26,439	-364	-1.36	3,898	2.58	0.0777
2023-02-14	2022-12-31	13F	WALMART	COM	931142103	26,803	43	0.16	3,800	9.48	0.0796
2022-11-14	2022-09-30	13F	WALMART	COM	931142103	26,760	117	0.44	3,471	7.13	0.0783
2022-08-15	2022-06-30	13F	WALMART	COM	931142103	26,643	-779	-2.84	3,240	-20.65	0.0683
2022-05-16	2022-03-31	13F	WALMART	COM	931142103	27,422	-16,223	-37.17	4,083	-35.34	0.0722
2022-02-14	2021-12-31	13F	WALMART	COM	931142103	43,645	-185	-0.42	6,315	3.37	0.1027
2021-11-15	2021-09-30	13F	WALMART	COM	931142103	43,830	-6,509	-12.93	6,109	-13.95	0.1106
2021-08-16	2021-06-30	13F	WALMART	COM	931142103	50,339	437	0.88	7,099	4.74	0.1299
2021-05-17	2021-03-31	13F	WALMART	COM	931142103	49,902	10,051	25.22	6,778	17.98	0.1343
2021-02-16	2020-12-31	13F	WALMART	COM	931142103	39,851	874	2.24	5,745	5.35	0.1238
2020-11-16	2020-09-30	13F	WALMART	COM	931142103	38,977	10,603	37.37	5,453	60.43	0.1334
2020-08-13	2020-06-30	13F	WALMART	COM	931142103	28,374	-912	-3.11	3,399	2.16	0.0908
2020-05-14	2020-03-31	13F	WALMART	COM	931142103	29,286	896	3.16	3,327	-1.36	0.1097
2020-02-13	2019-12-31	13F	WALMART	COM	931142103	28,390	816	2.96	3,373	3.06	0.0908
2019-11-14	2019-09-30	13F	WALMART	COM	931142103	27,574	-16	-0.06	3,273	7.35	0.0960
2019-08-13	2019-06-30	13F	WALMART	COM	931142103	27,590	1,774	6.87	3,049	21.09	0.0926
2019-05-14	2019-03-31	13F	WALMART	COM	931142103	25,816	-1,248	-4.61	2,518	-0.12	0.0811
2019-02-13	2018-12-31	13F	WALMART	COM	931142103	27,064	-925	-3.30	2,521	-4.07	0.0952
2018-11-13	2018-09-30	13F	WALMART	COM	931142103	27,989	2,721	10.77	2,628	21.44	0.0840
2018-08-14	2018-06-30	13F	WALMART	COM	931142103	25,268	484	1.95	2,164	-1.86	0.0740
2018-05-14	2018-03-31	13F	WALMART	COM	931142103	24,784	-775	-3.03	2,205	-12.64	0.0842
2018-02-13	2017-12-31	13F	WAL-MART STORES	COM	931142103	25,559	-200	-0.78	2,524	25.38	0.0938
2017-11-13	2017-09-30	13F	WAL-MART STORES	COM	931142103	25,759	-3,402	-11.67	2,013	-8.83	0.0784
2017-08-11	2017-06-30	13F	WAL-MART STORES	COM	931142103	29,161	660	2.32	2,208	7.50	0.0853
2017-05-12	2017-03-31	13F	WAL-MART STORES	COM	931142103	28,501	506	1.81	2,054	6.15	0.0804
2017-02-08	2016-12-31	13F	WAL-MART STORES	COM	931142103	27,995	-805	-2.80	1,935	-6.84	0.0802
2016-11-10	2016-09-30	13F	WAL-MART STORES	COM	931142103	28,800	1,288	4.68	2,077	3.38	0.0859
2016-09-20	2016-06-30	13F/A-1	WAL-MART STORES	COM	931142103	27,512	3,495	14.55	2,009	22.13	0.0888
2016-08-01	2016-06-30	13F	WAL-MART STORES	COM	931142103	26,301			1,921
2016-05-02	2016-03-31	13F	WAL-MART STORES	COM	931142103	24,017	-4,062	-14.47	1,645	-4.42	0.0727
2016-02-16	2015-12-31	13F	WAL-MART STORES	COM	931142103	28,079	-1,439	-4.87	1,721	-9.85	0.0799
2015-11-16	2015-09-30	13F	WAL-MART STORES	COM	931142103	29,518	347	1.19	1,909	-7.60	0.0912
2015-08-06	2015-06-30	13F	WAL-MART STORES	COM	931142103	29,171	-4,398	-13.10	2,066	-24.98	0.0932
2015-05-06	2015-03-31	13F	WAL-MART STORES	COM	931142103	33,569	-169	-0.50	2,754	-5.23	0.1264
2015-02-13	2014-12-31	13F	WAL-MART STORES	COM	931142103	33,738	-4,342	-11.40	2,906	-0.17	0.1449
2014-11-13	2014-09-30	13F	WAL-MART STORES	COM	931142103	38,080	-473	-1.23	2,911	0.24	0.1458
2014-08-14	2014-06-30	13F	WAL-MART STORES	COM	931142103	38,553	1,174	3.14	2,904	1.68	0.1497
2014-05-15	2014-03-31	13F	WAL-MART STORES	COM	931142103	37,379	-22,374	-37.44	2,856	-39.22	0.1602
2014-02-11	2013-12-31	13F	WAL-MART STORES	COM	931142103	59,753	11,605	24.10	4,699	31.88	0.2582
2013-11-13	2013-09-30	13F	WAL-MART STORES	COM	931142103	48,148	-10,982	-18.57	3,563	-19.00	0.2041
2013-08-14	2013-06-30	13F	WAL-MART STORES	COM	931142103	59,130	59,130		4,399		0.2490

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.