Wal-Mart Stores shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $618k | 6.0k | 103.07 |
| 2025-06-30 | $394k | 4.0k | 97.79 |
| 2025-03-31 | $322k | 3.7k | 87.80 |
| 2024-12-31 | $336k | 3.7k | 90.34 |
| 2024-09-30 | $301k | 3.7k | 80.74 |
| 2024-06-30 | $221k | 3.3k | 67.72 |
| 2023-09-30 | $205k | 1.3k | 159.96 |
| 2023-06-30 | $203k | 1.3k | 157.15 |
| 2020-12-31 | $207k | 1.4k | 144.25 |
| 2020-09-30 | $207k | 1.5k | 139.96 |
| 2018-06-30 | $75k | 898 | 83.52 |
| 2018-03-31 | $69k | 778 | 88.69 |
| 2017-12-31 | $66k | 659 | 100.15 |