Wal-Mart Stores shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 3.1k | 103.06 |
| 2025-06-30 | $279k | 2.8k | 97.78 |
| 2025-03-31 | $265k | 3.0k | 87.79 |
| 2024-12-31 | $289k | 3.2k | 90.35 |
| 2024-09-30 | $258k | 3.2k | 80.75 |
| 2024-06-30 | $208k | 3.1k | 67.71 |