Wal-Mart Stores shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $579k | 5.6k | 103.06 |
| 2025-06-30 | $527k | 5.4k | 97.27 |
| 2025-03-31 | $418k | 4.8k | 87.79 |
| 2024-12-31 | $421k | 4.7k | 90.35 |
| 2024-09-30 | $364k | 4.5k | 80.75 |
| 2024-06-30 | $266k | 3.9k | 67.72 |
| 2024-03-31 | $230k | 3.8k | 60.17 |