Financial Advisory »

Wal-Mart Stores shares owned by Financial Advisory

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Advisory from 13F filings

Historical chart of Financial Advisory investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 6.5k 159.92
2023-06-30 $1.1M 6.8k 157.18
2023-03-31 $1.0M 6.8k 147.45
2022-12-31 $904k 6.4k 141.72
2022-09-30 $901k 7.0k 129.64
2022-06-30 $836k 6.9k 121.53
2022-03-31 $1.0M 6.9k 148.93
2021-12-31 $822k 5.7k 144.74
2021-09-30 $789k 5.7k 139.40
2021-06-30 $795k 5.6k 141.06
2021-03-31 $741k 5.5k 135.86
2020-12-31 $839k 5.8k 144.08
2020-09-30 $763k 5.5k 139.97
2020-06-30 $648k 5.4k 119.82
2020-03-31 $614k 5.4k 113.58
2019-12-31 $642k 5.4k 118.78
2019-09-30 $635k 5.4k 118.65
2019-06-30 $607k 5.3k 114.53
2019-03-31 $517k 5.3k 97.58
2018-12-31 $503k 5.4k 93.20
2018-09-30 $503k 5.4k 93.93
2018-06-30 $498k 5.8k 85.70
2018-03-31 $480k 5.4k 88.94
2017-12-31 $708k 7.2k 98.77
2017-09-30 $662k 8.5k 78.11
2017-06-30 $1.0M 13k 75.67
2017-03-31 $997k 14k 72.11
2016-12-31 $951k 14k 69.15
2016-09-30 $991k 14k 72.08
2016-06-30 $1.0M 14k 73.01
2016-03-31 $935k 14k 68.46
2015-12-31 $842k 14k 61.27
2015-09-30 $725k 11k 64.80
2015-06-30 $983k 14k 70.90
2015-03-31 $1.1M 14k 82.27
2014-12-31 $1.2M 14k 85.86
2014-09-30 $1.0M 14k 76.49
2014-06-30 $1.0M 13k 75.06
2014-03-31 $1.2M 16k 76.42
2013-12-31 $1.3M 16k 78.67
2013-09-30 $808k 11k 73.97
2013-06-30 $814k 11k 74.52