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 Q3	$199K	Sell	1,915 -3,503	-65%	-$385K	0.07%	158
2026 Q2	$614K	Sell	5,418 -1,397	-20%	-$173K	0.17%	106
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Elevated Capital Advisors's WMT Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Walmart Inc (WMT) stake by 65% in Q3 2026, selling an estimated $385K and leaving 1,915 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #158.

Elevated Capital Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $847K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Elevated Capital Advisors held 1,915 shares of Walmart Inc worth $199K as of Q3 2026.
Elevated Capital Advisors sold 3,503 Walmart Inc shares in Q3 2026, an estimated $385K.
Walmart Inc made up 0.07% of Elevated Capital Advisors's portfolio in Q3 2026, its #158 holding.
Elevated Capital Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Walmart Inc position peaked at $847K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.