Wal-Mart Stores shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 34k | 111.41 |
| 2025-09-30 | $2.4M | 24k | 103.06 |
| 2025-06-30 | $2.0M | 21k | 97.78 |
| 2025-03-31 | $1.5M | 17k | 87.79 |
| 2024-12-31 | $1.7M | 19k | 90.35 |
| 2024-09-30 | $1.4M | 17k | 80.75 |
| 2024-06-30 | $1.1M | 17k | 67.71 |
| 2024-03-31 | $1.0M | 17k | 60.17 |
| 2021-09-30 | $548k | 3.9k | 139.44 |
| 2021-06-30 | $501k | 3.6k | 141.09 |
| 2017-09-30 | $853k | 11k | 78.16 |
| 2017-06-30 | $791k | 11k | 75.69 |
| 2017-03-31 | $738k | 10k | 72.07 |
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