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Wal-Mart Stores shares owned by AdviceOne Advisory Services

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

Historical chart of AdviceOne Advisory Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by AdviceOne Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 5.1k 103.05
2025-06-30 $500k 5.1k 97.77
2025-03-31 $622k 7.1k 87.79
2024-12-31 $662k 7.3k 90.35