Advocate Group
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Advocate Group’s Walmart Inc WMT Stock Holding History

Advocate Group’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
Q3 		$2.14M Sell
20,626
-1,048
-5% -$115K 0.33% 76
2026
Q2 		$2.45M Sell
21,674
-674
-3% -$83.7K 0.37% 73
2026
Q1 		$2.78M Sell
22,348
-615
-3% -$75.5K 0.43% 65
2025
Q4 		$2.56M Sell
22,963
-1,110
-5% -$119K 0.41% 68
2025
Q3 		$2.48M Sell
24,073
-1,525
-6% -$152K 0.41% 66
2025
Q2 		$2.5M Sell
25,598
-3,378
-12% -$322K 0.45% 65
2025
Q1 		$2.54M Sell
28,976
-1,007
-3% -$94.5K 0.46% 66
2024
Q4 		$2.71M Sell
29,983
-6,242
-17% -$542K 0.51% 64
2024
Q3 		$2.93M Sell
36,225
-367
-1% -$27K 0.53% 64
2024
Q2 		$2.48M Sell
36,592
-325
-0.9% -$20.5K 0.5% 64
2024
Q1 		$2.22M Sell
36,917
-9,865
-21% -$564K 0.44% 67
2023
Q4 		$2.46M Sell
46,782
-3,213
-6% -$170K 0.53% 63
2023
Q3 		$2.67M Sell
49,995
-2,202
-4% -$117K 0.62% 60
2023
Q2 		$2.73M Sell
52,197
-5,103
-9% -$257K 0.6% 60
2023
Q1 		$2.82M Sell
57,300
-6,192
-10% -$294K 0.61% 59
2022
Q4 		$3M Buy
63,492
+2,907
+5% +$138K 0.65% 59
2022
Q3 		$2.62M Sell
60,585
-1,272
-2% -$55.7K 0.65% 56
2022
Q2 		$2.51M Buy
+61,857
New +$2.85M 0.58% 56

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advocate Group's WMT Position: Q3 2026 in Review

Advocate Group reduced its Walmart Inc (WMT) stake by 4.8% in Q3 2026, selling an estimated $115K and leaving 20,626 shares worth $2.14M. The position accounts for 0.33% of the portfolio, ranked #76.

Advocate Group first reported a position in WMT in Q2 2022 and has held it in 18 quarters since. The position peaked at $3M in Q4 2022. 2,144 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Advocate Group held 20,626 shares of Walmart Inc worth $2.14M as of Q3 2026.
  • Advocate Group sold 1,048 Walmart Inc shares in Q3 2026, an estimated $115K.
  • Walmart Inc made up 0.33% of Advocate Group's portfolio in Q3 2026, its #76 holding.
  • Advocate Group first reported a position in Walmart Inc in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Walmart Inc position peaked at $3M in Q4 2022.
  • 2,144 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.