Wal-Mart Stores shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.2M | 11k | 113.26 |
| 2026-03-31 | $1.4M | 12k | 124.28 |
| 2025-12-31 | $1.4M | 13k | 111.41 |
| 2025-09-30 | $1.5M | 14k | 103.06 |
| 2025-06-30 | $1.4M | 15k | 97.78 |
| 2025-03-31 | $1.0M | 12k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $911k | 11k | 80.75 |
| 2024-06-30 | $798k | 12k | 67.71 |
| 2024-03-31 | $626k | 10k | 60.17 |
| 2023-12-31 | $576k | 3.7k | 157.65 |
| 2023-09-30 | $579k | 3.6k | 159.93 |
| 2023-06-30 | $498k | 3.2k | 157.17 |
| 2023-03-31 | $438k | 3.0k | 147.47 |
| 2022-12-31 | $413k | 2.9k | 141.80 |
| 2022-09-30 | $391k | 3.0k | 129.70 |
| 2022-06-30 | $209k | 1.7k | 121.57 |
| 2022-03-31 | $254k | 1.7k | 148.90 |
| 2021-09-30 | $225k | 1.6k | 144.67 |