Elite Financial’s Walmart Inc WMT Stock Holding History

Elite Financial’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	$449K	Hold	3,612	–	–	0.2%	40
2025 Q4	$403K	Hold	3,612	–	–	0.18%	41
2025 Q3	$369K	Hold	3,612	–	–	0.17%	42
2025 Q2	$359K	Hold	3,612	–	–	0.18%	44
2025 Q1	$317K	Hold	3,612	–	–	0.17%	44
2024 Q4	$327K	Buy	+3,612	New	+$313K	0.18%	41

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Financial's WMT Position: Q1 2026 in Review

Elite Financial held its Walmart Inc (WMT) position steady in Q1 2026 at 3,612 shares worth $449K. The position accounts for 0.2% of the portfolio, ranked #40.

Elite Financial first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Elite Financial held 3,612 shares of Walmart Inc worth $449K as of Q1 2026.
Elite Financial left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.2% of Elite Financial's portfolio in Q1 2026, its #40 holding.
Elite Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.