Elevation Wealth Partners
WMT icon

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
Q3 		$100K Sell
958
-132
-12% -$14.5K 0.03% 205
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
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Elevation Wealth Partners's WMT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Walmart Inc (WMT) stake by 12% in Q3 2026, selling an estimated $14.5K and leaving 958 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #205.

Elevation Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $123K in Q2 2026. 1,802 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Elevation Wealth Partners held 958 shares of Walmart Inc worth $100K as of Q3 2026.
  • Elevation Wealth Partners sold 132 Walmart Inc shares in Q3 2026, an estimated $14.5K.
  • Walmart Inc made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #205 holding.
  • Elevation Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Walmart Inc position peaked at $123K in Q2 2026.
  • 1,802 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.