Wal-Mart Stores shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $843k | 8.2k | 103.06 |
| 2025-06-30 | $792k | 8.1k | 97.78 |
| 2025-03-31 | $684k | 7.8k | 87.79 |
| 2024-12-31 | $695k | 7.7k | 90.35 |
| 2024-09-30 | $488k | 6.0k | 80.75 |
| 2024-06-30 | $389k | 5.7k | 67.71 |
| 2024-03-31 | $340k | 5.6k | 60.17 |
| 2023-12-31 | $272k | 1.7k | 157.66 |
| 2021-12-31 | $452k | 3.1k | 144.55 |
| 2021-09-30 | $404k | 2.9k | 139.41 |
| 2021-06-30 | $366k | 2.6k | 140.88 |
| 2021-03-31 | $292k | 2.1k | 136.00 |
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