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Wal-Mart Stores shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 23k 60.17
2023-12-31 $1.1M 7.2k 157.65
2023-09-30 $1.3M 8.3k 159.93
2023-06-30 $1.3M 8.4k 157.18
2023-03-31 $1.2M 8.2k 147.45
2022-12-31 $1.2M 8.6k 141.79
2022-09-30 $1.1M 8.6k 129.65
2022-06-30 $1.0M 8.5k 121.70
2022-03-31 $1.3M 8.6k 148.89
2021-12-31 $1.2M 8.4k 144.75