Financial Advocates Investment Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,633
| Closed | -$1.04M | – | 602 |
|
|
2025
Q2 | $1.04M | Sell |
10,633
-9,315
| -47% | -$887K | 0.08% | 224 |
|
|
2025
Q1 | $1.75M | Sell |
19,948
-1,433
| -7% | -$134K | 0.12% | 185 |
|
|
2024
Q4 | $1.93M | Buy |
21,381
+2,082
| +11% | +$181K | 0.11% | 186 |
|
|
2024
Q3 | $1.56M | Buy |
19,299
+464
| +2% | +$34.1K | 0.09% | 218 |
|
|
2024
Q2 | $1.28M | Sell |
18,835
-8,499
| -31% | -$535K | 0.08% | 234 |
|
|
2024
Q1 | $1.64M | Buy |
27,334
+7,102
| +35% | +$406K | 0.1% | 211 |
|
|
2023
Q4 | $1.06M | Sell |
20,232
-15,186
| -43% | -$804K | 0.07% | 274 |
|
|
2023
Q3 | $1.89M | Buy |
35,418
+651
| +2% | +$34.6K | 0.14% | 170 |
|
|
2023
Q2 | $1.82M | Sell |
34,767
-1,617
| -4% | -$81.6K | 0.13% | 179 |
|
|
2023
Q1 | $1.79M | Sell |
36,384
-3,696
| -9% | -$175K | 0.13% | 179 |
|
|
2022
Q4 | $1.89M | Buy |
40,080
+2,925
| +8% | +$139K | 0.14% | 170 |
|
|
2022
Q3 | $1.6M | Buy |
37,155
+270
| +0.7% | +$11.8K | 0.13% | 176 |
|
|
2022
Q2 | $1.5M | Sell |
36,885
-585
| -2% | -$27K | 0.12% | 203 |
|
|
2022
Q1 | $1.86M | Sell |
37,470
-1,263
| -3% | -$59.3K | 0.12% | 202 |
|
|
2021
Q4 | $1.84M | Buy |
38,733
+8,445
| +28% | +$403K | 0.12% | 213 |
|
|
2021
Q3 | $1.41M | Sell |
30,288
-13,377
| -31% | -$644K | 0.1% | 245 |
|
|
2021
Q2 | $2.05M | Sell |
43,665
-4,104
| -9% | -$191K | 0.14% | 178 |
|
|
2021
Q1 | $2.16M | Buy |
47,769
+1,236
| +3% | +$57.3K | 0.15% | 161 |
|
|
2020
Q4 | $2.24M | Buy |
46,533
+18,273
| +65% | +$887K | 0.15% | 151 |
|
|
2020
Q3 | $1.32M | Sell |
28,260
-4,944
| -15% | -$220K | 0.11% | 198 |
|
|
2020
Q2 | $1.33M | Buy |
33,204
+7,287
| +28% | +$300K | 0.13% | 198 |
|
|
2020
Q1 | $982K | Sell |
25,917
-1,614
| -6% | -$62.1K | 0.14% | 181 |
|
|
2019
Q4 | $1.09M | Buy |
27,531
+2,595
| +10% | +$103K | 0.12% | 200 |
|
|
2019
Q3 | $987K | Sell |
24,936
-2,157
| -8% | -$81.4K | 0.11% | 189 |
|
|
2019
Q2 | $998K | Sell |
27,093
-810
| -3% | -$27.9K | 0.12% | 185 |
|
|
2019
Q1 | $907K | Buy |
27,903
+681
| +3% | +$22.1K | 0.11% | 195 |
|
|
2018
Q4 | $845K | Buy |
27,222
+48
| +0.2% | +$1.54K | 0.12% | 190 |
|
|
2018
Q3 | $851K | Sell |
27,174
-1,059
| -4% | -$32.4K | 0.1% | 211 |
|
|
2018
Q2 | $791K | Buy |
28,233
+1,143
| +4% | +$32.5K | 0.1% | 211 |
|
|
2018
Q1 | $803K | Buy |
27,090
+12,294
| +83% | +$395K | 0.1% | 200 |
|
|
2017
Q4 | $487K | Buy |
+14,796
| New | +$453K | 0.07% | 258 |
|
Other funds holding WMT
Financial Advocates Investment Management's WMT Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 10,633 shares — an estimated $1.04M sold.
Financial Advocates Investment Management first reported a position in WMT in Q4 2017 and held it in 31 quarters. The position peaked at $2.24M in Q4 2020. 4,023 funds tracked by Wall St. Rank hold WMT as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 10,633 Walmart Inc shares in Q3 2025, an estimated $1.04M.
- Financial Advocates Investment Management first reported a position in Walmart Inc in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Walmart Inc position peaked at $2.24M in Q4 2020.
- 4,023 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.