Wal-Mart Stores shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 4.9k | 103.06 |
| 2025-06-30 | $469k | 4.8k | 97.77 |
| 2025-03-31 | $393k | 4.5k | 87.79 |
| 2024-12-31 | $405k | 4.5k | 90.35 |