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Advocate Investing Services LLC → WMT
Advocate Investing Services LLC WMT Position History
Walmart Inc.
Quarters held
8
Latest value
$53K
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $49K |
| Q1 2026 | $2M |
| Q1 2026 | $47K |
| Q2 2026 | $1.8M |
| Q2 2026 | $45K |
| Q3 2026 | $1.6M |
| Q3 2026 | $53K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53K | 1.7K | — | — |
| Q3 2026 | $1.6M | 15.8K | — | — |
| Q2 2026 | $45K | 1.7K | — | — |
| Q2 2026 | $1.8M | 15.8K | — | — |
| Q1 2026 | $47K | 1.7K | — | — |
| Q1 2026 | $2M | 15.8K | — | — |
| Q4 2025 | $49K | 1.7K | — | — |
| Q4 2025 | $1.8M | 15.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B