WMT WAL-MART STORES INC

Ownership history in Advisory Services Network, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WAL-MART STORES INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.02% (2025 Q4)
Avg. % of fund
0.45%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,281,859 +4,590 +0.4% 2.02% $142.8M $111.41
2025 Q3 REDUCED 1,277,269 -3,560 -0.3% 1.93% $131.6M $102.85
2025 Q2 ADDED 1,280,829 +1,037,777 +427.0% 2.02% $125.5M $97.35
2025 Q1 REDUCED 243,052 -35,265 -12.7% 0.41% $21.3M $87.20
2024 Q4 ADDED 278,317 +39,827 +16.7% 0.47% $25.1M $89.49
2024 Q3 UNCHANGED 238,490 0% 0.33% $16.1M $79.81
2024 Q2 ADDED 238,490 +2,552 +1.1% 0.33% $16.1M $66.73
2024 Q1 ADDED 235,938 +159,994 +210.7% 0.31% $14.2M $59.09
2023 Q4 ADDED 75,944 +5,082 +7.2% 0.29% $12.0M $51.44
2023 Q3 ADDED 70,862 +3,021 +4.5% 0.30% $11.3M $51.99
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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