Everett Harris & Co. CA Has $87.29 Million Stock Holdings in Walmart Inc. $WMT

Posted by Brenda Bartman on Jun 9th, 2026

Walmart logo Everett Harris & Co. CA lessened its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The firm owned 783,511 shares of the retailer’s stock after selling 12,416 shares during the quarter. Walmart comprises 1.1% of Everett Harris & Co. CA’s holdings, making the stock its 20th biggest position. Everett Harris & Co. CA’s holdings in Walmart were worth $87,291,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Entrust Financial LLC acquired a new position in Walmart during the fourth quarter valued at approximately $27,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the fourth quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC grew its holdings in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC grew its holdings in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is owned by insiders.

Walmart Trading Up 0.8%

Shares of Walmart stock opened at $119.83 on Tuesday. The company’s fifty day simple moving average is $125.57 and its 200-day simple moving average is $121.33. The company has a market cap of $953.62 billion, a price-to-earnings ratio of 42.05, a PEG ratio of 4.44 and a beta of 0.60. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the company earned $0.61 earnings per share. The business’s revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on WMT shares. Royal Bank Of Canada restated an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Oppenheimer restated an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. BNP Paribas Exane lowered their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a research note on Friday, May 22nd. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

View Our Latest Research Report on WMT

About Walmart

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.