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Elevated Private Wealth’s Walmart Inc WMT Stock Holding History

Elevated Private Wealth’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 		$1.84M Buy
+16,213
New +$2.01M 1.74% 17
2025
Q4 		$1.36M Buy
+12,180
New +$1.31M 1.4% 26

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 Private Wealth's WMT Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Walmart Inc (WMT) in Q2 2026: 16,213 shares worth $1.84M. The stake represents 1.74% of the portfolio and ranks #17 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in WMT as recently as Q4 2025.

Elevated Private Wealth first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,393 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Elevated Private Wealth held 16,213 shares of Walmart Inc worth $1.84M as of Q2 2026.
  • Walmart Inc was a new Elevated Private Wealth position in Q2 2026.
  • Walmart Inc made up 1.74% of Elevated Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Elevated Private Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
  • 4,393 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.