SEC 13F Intelligence

Investment Advisory Services Inc /Tx /Adv / WMT

Investment Advisory Services Inc /Tx /Adv’s Walmart Inc Position

Does Investment Advisory Services Inc /Tx /Adv own Walmart Inc (WMT)? Yes99.2K shares worth $11M (+3.24% of its 13F portfolio) as of Q2 2026, down from 99.5K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
99.2K
% of Portfolio
+3.24%
Quarters Held
22
currently held

Position History WMT

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $11MQ1 ’26: $12MQ2 ’26: $11MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202699.2K$11M+3.24%
Q1 202699.5K$12M+3.93%
Q4 2025101.5K$11M+3.54%
Q3 2025103.0K$11M+3.34%
Q2 2025104.2K$10M+3.40%
Q1 2025101.2K$9M+3.21%
Q4 2024104.5K$9M+3.33%
Q3 2024104.4K$8M+2.98%
Q2 2024110.7K$7M+2.75%
Q1 2024113.0K$7M+2.50%
Q4 202337.5K$6M+2.33%
Q3 202337.9K$6M+2.61%
Q2 202337.8K$6M+2.51%
Q1 202336.9K$5M+2.68%
Q4 202236.6K$5M+2.68%
Q3 202236.1K$5M+2.80%
Q2 202235.8K$4M+2.51%
Q1 202236.7K$5M+3.05%
Q4 202136.5K$5M+2.88%
Q3 202135.0K$5M+2.99%
Q2 202135.0K$5M+3.05%
Q1 202135.2K$5M+3.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Investment Advisory Services Inc /Tx /Adv’s full portfolio or all institutional holders of WMT.