Back to WMT
INVESTMENT ADVISORY SERVICES INC /TX /ADV → WMT
INVESTMENT ADVISORY SERVICES INC /TX /ADV WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$10.2M
Q3 2026
Peak value
$12.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.3M |
| Q1 2026 | $12.4M |
| Q2 2026 | $11.2M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 98.4K | — | — |
| Q2 2026 | $11.2M | 99.2K | — | — |
| Q1 2026 | $12.4M | 99.5K | — | — |
| Q4 2025 | $11.3M | 101.5K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B