Wal-Mart Stores shares owned by Advantage Trust
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 33k | 103.06 |
| 2025-06-30 | $3.2M | 33k | 97.78 |
| 2025-03-31 | $638k | 7.3k | 87.79 |
| 2024-12-31 | $747k | 8.3k | 90.35 |
| 2024-09-30 | $765k | 9.5k | 80.75 |
| 2024-06-30 | $865k | 13k | 67.71 |
| 2024-03-31 | $768k | 13k | 60.17 |
| 2023-12-31 | $671k | 4.3k | 157.65 |