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Wal-Mart Stores shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 6.3k 60.19
2023-12-31 $316k 2.0k 157.65
2023-09-30 $318k 2.0k 159.93
2023-06-30 $338k 2.2k 157.18
2023-03-31 $314k 2.1k 147.46
2022-12-31 $302k 2.1k 141.79
2022-09-30 $278k 2.1k 133.33
2022-06-30 $213k 1.7k 122.24
2022-03-31 $292k 2.0k 148.53
2019-09-30 $212k 1.8k 118.44
2019-03-31 $166k 1.7k 97.70
2018-12-31 $198k 2.1k 93.35