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Elevation Advisory Partners’s Walmart Inc WMT Stock Holding History

Elevation Advisory Partners’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 		$1.21M Sell
10,821
-350
-3% -$43.5K 1.24% 19
2026
Q1 		$1.31M Buy
+11,171
New +$1.37M 1.22% 19

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

Elevation Advisory Partners's WMT Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $43.5K and leaving 10,821 shares worth $1.21M. The position accounts for 1.24% of the portfolio, ranked #19.

Elevation Advisory Partners first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 4,372 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Elevation Advisory Partners held 10,821 shares of Walmart Inc worth $1.21M as of Q2 2026.
  • Elevation Advisory Partners sold 350 Walmart Inc shares in Q2 2026, an estimated $43.5K.
  • Walmart Inc made up 1.24% of Elevation Advisory Partners's portfolio in Q2 2026, its #19 holding.
  • Elevation Advisory Partners first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Elevation Advisory Partners's Walmart Inc position peaked at $1.31M in Q1 2026.
  • 4,372 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.