--- title: "Advisory Services Network Loads Up 1.03 Million Walmart Shares" description: "Advisory Services Network, LLC increased its Walmart shares by 1,037,777 during Q2 2025, valued at $98.75 million, according to an SEC filing. This purchase raised Walmart's share to 2.0% of the fund'" type: "news" locale: "en" url: "https://longbridge.com/en/news/254023067.md" published_at: "2025-08-21T14:29:47.000Z" --- # Advisory Services Network Loads Up 1.03 Million Walmart Shares > Advisory Services Network, LLC increased its Walmart shares by 1,037,777 during Q2 2025, valued at $98.75 million, according to an SEC filing. This purchase raised Walmart's share to 2.0% of the fund's assets under management. Walmart's market cap is $808.54 billion, with a revenue of $685.09 billion and a dividend yield of 0.90%. The company competes with Target and Costco, benefiting from its purchasing power and eCommerce expansion, while maintaining solid fundamentals despite economic challenges. ## What happened According to a filing with the U.S. Securities and Exchange Commission dated August 19, 2025, Advisory Services Network, LLC increased its position in **Walmart** (WMT -4.58%) by 1,037,777 shares during Q2 2025. The estimated value of the transaction was $98.75 million. The firm reported holding 1,280,829 shares as of June 30, 2025. ## What else to know This purchase brought Walmart to 2.0% of the fund’s 13F assets under management (AUM) at the endof the second quarter. Top holdings after the filing: 1. **Nvidia**: $225.78 million (3.63% of AUM) 2. **Apple**: $183.46 million (2.95% of AUM) 3. **Microsoft**: $147.66 million (2.38% of AUM) 4. **Walmart**: $125.50 million (2.02% of AUM) 5. **Amazon**: $119.91 million (1.93% of AUM) Walmart shares were priced at $100.70 as of August 18, 2025 Dividend yield: 0.90%; Forward P/E (FY2026): 38.75; EV/EBITDA (TTM): 21.06; 5-year revenue CAGR: 5.38%. ## Company Overview Metric Value Market Capitalization $808.54 billion Revenue (TTM) $685.09 billion Net Income (TTM) $18.82 billion Dividend Yield 0.90% ## Company Snapshot - Offers a broad range of products including groceries, consumables, health and wellness items, home goods, apparel, electronics, and financial services through physical stores and e-commerce platforms. - Targets value-conscious consumers globally, serving both individual shoppers and businesses through its Walmart U.S., Walmart International, and Sam's Club segments. - Operates a multi-channel retail model that integrates physical stores with digital commerce to maximize reach and convenience for customers. Walmart operates a multi-channel distribution platform, integrating physical stores with expansive e-commerce operations to reach a broad customer base. ## Foolish take Walmart is a globally recognized retailer with some of the most purchasing power in the world, giving it the ability to function as a discounter at both the big box retail level and the discount warehouse level. Not only does it compete with Target, it also competes with Costco under its Sam’s Warehouse branding. Over the last few years, Walmart seems to have taken more of Target’s market share by simply existing and having cheaper products, which speaks to a resilience during difficult economic times. It also pays consistent, but small dividends, which can make it appealing to a range of stock investors. Walmart not only has solid fundamentals, it has seen increasing income and revenues in a time when other retailers are having much more difficulty. This is in part due to the massive purchasing power Walmart wields, in part due to consumers fleeing their preferred retailers for less expensive options, and in part due to Walmart’s continued expansion into new areas, including a long-term push into eCommerce. This blue chip stock has a game plan that includes streamlining logistics and upgrading technology to get it through difficult financial times, but will feel the pinch from global tariffs that are still in the making. Even so, its ultra-thin margins should keep it competitive in areas like grocery that are not optional for consumers. ## Glossary **13F:** A quarterly SEC filing by institutional investment managers disclosing holdings of certain U.S. securities. **Assets Under Management (AUM):** The total market value of investments managed on behalf of clients by a fund or firm. **Dividend Yield:** Annual dividends per share divided by the share price, shown as a percentage. **Forward P/E:** Price-to-earnings ratio using forecasted earnings for the upcoming fiscal year. **EV/EBITDA:** Enterprise Value divided by Earnings Before Interest, Taxes, Depreciation, and Amortization; measures company valuation. **CAGR:** Compound Annual Growth Rate; the mean annual growth rate of an investment over a specified period longer than one year. **TTM:** The 12-month period ending with the most recent quarterly report. ### Related Stocks - [WMT.US - Walmart](https://longbridge.com/en/quote/WMT.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 沃尔玛｜8-K：2026 财年 Q4 营收 1889 亿美元超过预期 | | [Link](https://longbridge.com/en/news/276329482.md) | | 沃尔玛四季度财报超预期但盈利指引不及预期，CEO 称 “美国低收入家庭只能勉强维持生计” | 沃尔玛 Q4 营收超预期，新财年盈利指引（每股 2.75-2.85 美元）远低于市场预期的 2.96 美元，显示通胀压力下消费者支出不确定性犹存，拖累股价下跌 1.38%。财报印证 K 型” 分化：高收入家庭驱动增长，低收入群体 “钱包吃紧 | [Link](https://longbridge.com/en/news/276398633.md) | | 特朗普暗示违法征收的关税不退了，美财长称今年关税收入将 “基本保持不变” | 美国总统特朗普暗示不会退还被最高法院裁定违法的关税，预计 2026 年关税收入将保持不变。特朗普计划签署行政令，对全球商品加征 10% 进口关税，取代被推翻的关税。财长贝森特表示，政府将利用替代法律权力维持关税收入，强调国家安全和财政收入不 | [Link](https://longbridge.com/en/news/276494362.md) | | 美财政部让步，拟修订主权财富基金税收提案，此前遭私募业警告 | 美国财政部正就一项针对主权财富基金和公共养老基金征税方式进行全面改革的提案作出让步。相关提案此前由美国国税局提出，拟更新税法第 892 条，将这些基金持有的多数美国债务投资归为商业活动，这将令其面临被征税的风险。此前，私募信贷和私募股权公司 | [Link](https://longbridge.com/en/news/276491732.md) | | 传言成真？英伟达对 OpenAI 的 “1000 亿美元投资” 最终 “打了三折” | 据报道，英伟达正接近敲定对 OpenAI 最高 300 亿美元的股权投资，取代此前官宣的 1000 亿美元合作框架。原有协议因条款分歧与内部疑虑未能落地，黄仁勋亦曾强调其不具约束力。此次新融资轮规模或超 1000 亿美元，OpenAI 估值 | [Link](https://longbridge.com/en/news/276507066.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.