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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elevated Capital Advisors's WMT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $173K and leaving 5,418 shares worth $614K. The position accounts for 0.17% of the portfolio, ranked #106.

Elevated Capital Advisors first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $847K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Elevated Capital Advisors held 5,418 shares of Walmart Inc worth $614K as of Q2 2026.
  • Elevated Capital Advisors sold 1,397 Walmart Inc shares in Q2 2026, an estimated $173K.
  • Walmart Inc made up 0.17% of Elevated Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Elevated Capital Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • Elevated Capital Advisors's Walmart Inc position peaked at $847K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.