Elevation Wealth Partners’s Walmart Inc WMT Stock Holding History

Elevation Wealth 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	$123K	Buy	1,090 +119	+12%	+$14.8K	0.04%	169
2026 Q1	$121K	Buy	971 +72	+8%	+$8.84K	0.04%	158
2025 Q4	$100K	Buy	899 +60	+7%	+$6.44K	0.04%	168
2025 Q3	$86.5K	Buy	839 +314	+60%	+$31.3K	0.03%	189
2025 Q2	$51.3K	Hold	525	–	–	0.02%	231
2025 Q1	$46.1K	Hold	525	–	–	0.02%	236
2024 Q4	$47.4K	Buy	525 +150	+40%	+$13K	0.02%	236
2024 Q3	$30.3K	Hold	375	–	–	0.01%	271
2024 Q2	$25.4K	Sell	375 -135	-26%	-$8.5K	0.01%	271
2024 Q1	$30.7K	Sell	510 -1,425	-74%	-$81.5K	0.02%	265
2023 Q4	$103K	Buy	+1,935	New	+$102K	0.06%	149

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Elevation Wealth Partners increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,090 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #169.

Elevation Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Elevation Wealth Partners held 1,090 shares of Walmart Inc worth $123K as of Q2 2026.
Elevation Wealth Partners bought 119 Walmart Inc shares in Q2 2026, an estimated $14.8K.
Walmart Inc made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #169 holding.
Elevation Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.