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Armstrong Advisory Group’s W.P. Carey WPC Stock Holding History

Armstrong Advisory Group’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68K Hold
951
– – ﹤0.01% 384
2026
Q1 		$64.6K Hold
951
– – ﹤0.01% 375
2025
Q4 		$61.2K Hold
951
– – ﹤0.01% 376
2025
Q3 		$64.3K Hold
951
– – ﹤0.01% 364
2025
Q2 		$59.3K Sell
951
-400
-30% -$24.6K ﹤0.01% 364
2025
Q1 		$73.6K Hold
1,351
– – 0.01% 313
2024
Q4 		$73.6K Hold
1,351
– – 0.01% 313
2024
Q3 		$84.2K Sell
1,351
-931
-41% -$55.2K 0.01% 293
2024
Q2 		$126K Sell
2,282
-892
-28% -$50.3K 0.01% 231
2024
Q1 		$206K Hold
3,174
– – 0.02% 172
2023
Q4 		$206K Sell
3,174
-439
-12% -$25.3K 0.02% 172
2023
Q3 		$191K Hold
3,613
– – 0.02% 169
2023
Q2 		$239K Buy
3,613
+1,021
+39% +$71K 0.03% 147
2023
Q1 		$197K Sell
2,592
-777
-23% -$61.9K 0.02% 163
2022
Q4 		$258K Buy
+3,369
New +$253K 0.03% 141

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Armstrong Advisory Group's WPC Position: Q2 2026 in Review

Armstrong Advisory Group held its W.P. Carey (WPC) position steady in Q2 2026 at 951 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Armstrong Advisory Group first reported a position in WPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $258K in Q4 2022. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Armstrong Advisory Group held 951 shares of W.P. Carey worth $68K as of Q2 2026.
  • Armstrong Advisory Group left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #384 holding.
  • Armstrong Advisory Group first reported a position in W.P. Carey in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's W.P. Carey position peaked at $258K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.