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Elevated Capital Advisors’s Walmart Inc WMT Stock Holding History

Elevated Capital Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$847K Buy
6,815
+5,044
+285% +$619K 0.21% 118
2025
Q4 		$197K Buy
+1,771
New +$190K 0.05% 257
2025
Q3 		– Sell
-2,714
Closed -$238K – 263
2025
Q2 		$238K Hold
2,714
– – 0.07% 240
2025
Q1 		$238K Buy
2,714
+207
+8% +$19.4K 0.07% 240
2024
Q4 		$227K Sell
2,507
-13
-0.5% -$1.13K 0.06% 247
2024
Q3 		$204K Sell
2,520
-566
-18% -$41.6K 0.05% 263
2024
Q2 		$209K Buy
+3,086
New +$194K 0.06% 223

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elevated Capital Advisors's WMT Position: Q1 2026 in Review

Elevated Capital Advisors increased its Walmart Inc (WMT) stake by 285% in Q1 2026, buying an estimated $619K and bringing the position to 6,815 shares worth $847K. The position accounts for 0.21% of the portfolio, ranked #118.

Elevated Capital Advisors first reported a position in WMT in Q2 2024 and has held it in 7 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Elevated Capital Advisors held 6,815 shares of Walmart Inc worth $847K as of Q1 2026.
  • Elevated Capital Advisors bought 5,044 Walmart Inc shares in Q1 2026, an estimated $619K.
  • Walmart Inc made up 0.21% of Elevated Capital Advisors's portfolio in Q1 2026, its #118 holding.
  • Elevated Capital Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 7 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.