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EWG Elevate’s Walmart Inc WMT Stock Holding History

EWG Elevate’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
2025
Q3 		$364K Buy
3,533
+72
+2% +$7.17K 0.11% 90
2025
Q2 		$338K Buy
3,461
+6
+0.2% +$572 0.1% 113
2025
Q1 		$303K Buy
3,455
+107
+3% +$10K 0.11% 97
2024
Q4 		$302K Buy
3,348
+20
+0.6% +$1.74K 0.09% 124
2024
Q3 		$269K Buy
3,328
+36
+1% +$2.64K 0.11% 93
2024
Q2 		$223K Buy
+3,292
New +$207K 0.08% 121
2023
Q1 		– Sell
-3,342
Closed -$158K – 798
2022
Q4 		$158K Buy
+3,342
New +$159K 0.08% 84

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EWG Elevate's WMT Position: Q3 2025 in Review

EWG Elevate increased its Walmart Inc (WMT) stake by 2.1% in Q3 2025, buying an estimated $7.17K and bringing the position to 3,533 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #90.

EWG Elevate first reported a position in WMT in Q4 2022 and has held it in 7 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • EWG Elevate held 3,533 shares of Walmart Inc worth $364K as of Q3 2025.
  • EWG Elevate bought 72 Walmart Inc shares in Q3 2025, an estimated $7.17K.
  • Walmart Inc made up 0.11% of EWG Elevate's portfolio in Q3 2025, its #90 holding.
  • EWG Elevate first reported a position in Walmart Inc in Q4 2022 and has held it in 7 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.