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Advocacy Wealth Management Services’s Walmart Inc WMT Stock Holding History

Advocacy Wealth Management Services’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 		$480K Buy
4,235
+222
+6% +$27.6K 0.02% 132
2026
Q1 		$499K Buy
4,013
+621
+18% +$76.2K 0.02% 126
2025
Q4 		$378K Buy
3,392
+84
+3% +$9.02K 0.02% 133
2025
Q3 		$341K Buy
+3,308
New +$329K 0.01% 136
2022
Q4 		– Sell
-12
Closed -$1K – 137
2022
Q3 		$1K Hold
12
– – ﹤0.01% 131
2022
Q2 		$0 Sell
12
-48
-80% -$2.21K ﹤0.01% 208
2022
Q1 		$3K Hold
60
– – ﹤0.01% 139
2021
Q4 		$3K Hold
60
– – ﹤0.01% 139
2021
Q3 		$3K Hold
60
– – ﹤0.01% 138
2021
Q2 		$3K Buy
60
+48
+400% +$2.24K ﹤0.01% 156
2021
Q1 		$1K Hold
12
– – ﹤0.01% 137
2020
Q4 		$1K Hold
12
– – ﹤0.01% 139
2020
Q3 		$1K Hold
12
– – ﹤0.01% 131
2020
Q2 		$0 Hold
12
– – ﹤0.01% 142
2020
Q1 		$0 Hold
12
– – ﹤0.01% 143
2019
Q4 		$0 Sell
12
-225
-95% -$8.94K ﹤0.01% 162
2019
Q3 		$9K Hold
237
– – 0.01% 130
2019
Q2 		$9K Buy
237
+225
+1,875% +$7.75K 0.01% 137
2019
Q1 		$0 Buy
+12
New +$389 ﹤0.01% 175
2017
Q4 		– Sell
-600
Closed -$15K – 259
2017
Q3 		$15K Buy
600
+300
+100% +$7.87K 0.01% 158
2017
Q2 		$8K Hold
300
– – ﹤0.01% 211
2017
Q1 		$7K Hold
300
– – ﹤0.01% 244
2016
Q4 		$7K Sell
300
-900
-75% -$21K ﹤0.01% 234
2016
Q3 		$29K Buy
1,200
+900
+300% +$21.8K 0.01% 155
2016
Q2 		$7K Sell
300
-1,005
-77% -$23.3K ﹤0.01% 326
2016
Q1 		$30K Sell
1,305
-315
-19% -$6.91K 0.02% 237
2015
Q4 		$33K Buy
+1,620
New +$32.5K 0.04% 208
2013
Q3 		$97K Buy
3,759
+2,754
+274% +$69.4K 0.27% 67
2013
Q2 		$25K Buy
+1,005
New +$25.8K 0.1% 127

Other funds holding WMT

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocacy Wealth Management Services's WMT Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Walmart Inc (WMT) stake by 5.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 4,235 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #132.

Advocacy Wealth Management Services first reported a position in WMT in Q2 2013 and has held it in 29 quarters since. The position peaked at $499K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advocacy Wealth Management Services held 4,235 shares of Walmart Inc worth $480K as of Q2 2026.
  • Advocacy Wealth Management Services bought 222 Walmart Inc shares in Q2 2026, an estimated $27.6K.
  • Walmart Inc made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #132 holding.
  • Advocacy Wealth Management Services first reported a position in Walmart Inc in Q2 2013 and has held it in 29 quarters since.
  • Advocacy Wealth Management Services's Walmart Inc position peaked at $499K in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.