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Elevatus Welath Management’s Walmart Inc WMT Stock Holding History

Elevatus Welath Management’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 		$1.02M Sell
8,989
-20,608
-70% -$2.56M 0.25% 81
2026
Q1 		$3.68M Sell
29,597
-20,995
-41% -$2.58M 1.93% 15
2025
Q4 		$5.64M Buy
50,592
+5,415
+12% +$581K 1.54% 19
2025
Q3 		$4.66M Buy
45,177
+40,117
+793% +$3.99M 1.34% 21
2025
Q2 		$495K Sell
5,060
-12,967
-72% -$1.24M 0.16% 68
2025
Q1 		$1.58M Buy
18,027
+11,356
+170% +$1.07M 0.9% 27
2024
Q4 		$603K Buy
6,671
+1,562
+31% +$136K 0.21% 49
2024
Q3 		$413K Buy
5,109
+144
+3% +$10.6K 0.13% 62
2024
Q2 		$336K Buy
4,965
+30
+0.6% +$1.89K 0.13% 75
2024
Q1 		$297K Buy
4,935
+132
+3% +$7.55K 0.12% 71
2023
Q4 		$252K Buy
+4,803
New +$254K 0.11% 74

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

Elevatus Welath Management's WMT Position: Q2 2026 in Review

Elevatus Welath Management reduced its Walmart Inc (WMT) stake by 70% in Q2 2026, selling an estimated $2.56M and leaving 8,989 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #81.

Elevatus Welath Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q4 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Elevatus Welath Management held 8,989 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • Elevatus Welath Management sold 20,608 Walmart Inc shares in Q2 2026, an estimated $2.56M.
  • Walmart Inc made up 0.25% of Elevatus Welath Management's portfolio in Q2 2026, its #81 holding.
  • Elevatus Welath Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Elevatus Welath Management's Walmart Inc position peaked at $5.64M in Q4 2025.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.