Wal-Mart Stores shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 3.3k | 103.06 |
| 2025-06-30 | $204k | 2.1k | 97.78 |
| 2025-03-31 | $221k | 2.5k | 87.79 |
| 2024-12-31 | $234k | 2.6k | 90.35 |