EWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return