SEC 13F Intelligence

Everett Harris & Co /Ca/ / WMT

Everett Harris & Co /Ca/’s Walmart Inc Position

Does Everett Harris & Co /Ca/ own Walmart Inc (WMT)? Yes741.7K shares worth $92M (+1.19% of its 13F portfolio) as of Q1 2026, down from 783.5K shares the prior filed quarter.

Position Value
$92M
Q1 2026
Shares
741.7K
% of Portfolio
+1.19%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $32MQ4 ’18Q1 ’19: $30MQ2 ’19: $33MQ3 ’19: $35MQ4 ’19: $35MQ4 ’19Q1 ’20: $42MQ2 ’20: $43MQ3 ’20: $50MQ4 ’20: $51MQ4 ’20Q1 ’21: $48MQ2 ’21: $49MQ3 ’21: $48MQ4 ’21: $50MQ4 ’21Q1 ’22: $51MQ2 ’22: $41MQ3 ’22: $43MQ4 ’22: $43MQ4 ’22Q1 ’23: $45MQ2 ’23: $46MQ3 ’23: $46MQ4 ’23: $46MQ4 ’23Q1 ’24: $52MQ2 ’24: $58MQ3 ’24: $68MQ4 ’24: $76MQ4 ’24Q1 ’25: $72MQ2 ’25: $79MQ3 ’25: $82MQ4 ’25: $87MQ4 ’25Q1 ’26: $92Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026741.7K$92M+1.19%
Q4 2025783.5K$87M+1.06%
Q3 2025795.9K$82M+1.01%
Q2 2025811.0K$79M+1.02%
Q1 2025821.2K$72M+0.93%
Q4 2024840.9K$76M+0.96%
Q3 2024843.1K$68M+0.84%
Q2 2024853.9K$58M+0.74%
Q1 2024863.4K$52M+0.69%
Q4 2023290.1K$46M+0.65%
Q3 2023288.6K$46M+0.72%
Q2 2023292.2K$46M+0.70%
Q1 2023302.1K$45M+0.72%
Q4 2022306.3K$43M+0.75%
Q3 2022331.3K$43M+0.79%
Q2 2022335.4K$41M+0.71%
Q1 2022344.1K$51M+0.73%
Q4 2021343.6K$50M+0.69%
Q3 2021345.5K$48M+0.76%
Q2 2021346.8K$49M+0.78%
Q1 2021352.6K$48M+0.83%
Q4 2020355.8K$51M+0.91%
Q3 2020360.5K$50M+0.99%
Q2 2020363.2K$43M+0.96%
Q1 2020369.2K$42M+1.08%
Q4 2019294.6K$35M+0.79%
Q3 2019297.8K$35M+0.87%
Q2 2019300.8K$33M+0.83%
Q1 2019307.7K$30M+0.78%
Q4 2018343.3K$32M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Everett Harris & Co /Ca/’s full portfolio or all institutional holders of WMT.