EVERMAY WEALTH MANAGEMENT LLC

Position in WMT — Walmart Inc.

CIK 1066816 ARLINGTON, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$612,963

+$1,754 QoQ

Shares Held

5,412

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,128

of 4,382 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $2,590,678 across 5 Discount Stores names. WMT ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,849	$1,729,684
2	WMT	Walmart Inc. This page	5,412	$612,963
3	DLTR	Dollar Tree, Inc.	1,105	$133,649
4	TGT	Target Corp	770	$100,569
5	DG	Dollar General Corp	120	$13,813

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,963	5,412	+10.0%	Shares	Sole	2026-07-27
2026-03-31	$611,209	4,918	-6.5%	Shares	Sole	2026-05-12
2025-12-31	$585,793	5,258	-9.0%	Shares	Sole	2026-01-22
2025-09-30	$595,171	5,775	0.0%	Shares	Sole	2025-11-05
2025-06-30	$564,679	5,775	-8.8%	Shares	Sole	2025-07-30
2025-03-31	$556,149	6,335	+0.0%	Shares	Sole	2025-05-07
2024-12-31	$572,096	6,332	0.0%	Shares	Sole	2025-01-24
2024-09-30	$511,309	6,332	-3.7%	Shares	Sole	2024-10-25
2024-06-30	$444,990	6,572	+5.5%	Shares	Sole	2024-08-01
2024-03-31	$374,738	6,228	+198.4%	Shares	Sole	2024-05-14
2023-12-31	$329,015	2,087	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$330,575	2,067	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$324,419	2,064	+2.2%	Shares	Sole	2023-08-10
2023-03-31	$297,701	2,019	+1.0%	Shares	Sole	2023-05-15
2022-12-31	$283,438	1,999	+4.3%	Shares	Sole	2023-01-19
2022-09-30	$248,634	1,917	+18.6%	Shares	Sole	2022-11-14
2022-06-30	$196,595	1,617	-18.7%	Shares	Sole	2022-08-15
2022-03-31	$296,350	1,990	-1.5%	Shares	Sole	2022-05-16
2021-12-31	$292,273	2,020	+19.9%	Shares	Sole	2022-02-14
2021-09-30	$234,855	1,685	-67.6%	Shares	Sole	2021-11-12
2021-06-30	$733,022	5,198	-1.0%	Shares	Sole	2021-08-13
2021-03-31	$712,836	5,248	+2.1%	Shares	Sole	2021-05-10
2020-12-31	$741,075	5,141	+2.3%	Shares	Sole	2021-02-16
2020-09-30	$702,768	5,023	0.0%	Shares	Sole	2020-11-05
2020-06-30	$601,655	5,023	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.