Position in WMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$613,642
-$233,326 QoQ
Shares Held
5,418
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,119
of 4,373 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Elevated Capital Advisors, LLC holds $1,153,428 across 3 Discount Stores names. WMT ranks #1 (53.2% of the industry book) .
All Filings in WMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,642 | 5,418 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $846,968 | 6,815 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $197,307 | 1,771 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $265,374 | 2,714 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $238,262 | 2,714 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $226,507 | 2,507 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $203,490 | 2,520 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $208,953 | 3,086 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||