Wal-Mart Stores shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 22k | 103.06 |
| 2025-06-30 | $2.2M | 22k | 97.78 |
| 2025-03-31 | $2.0M | 23k | 87.79 |
| 2024-12-31 | $2.1M | 23k | 90.35 |
| 2024-09-30 | $1.8M | 23k | 80.75 |
| 2024-06-30 | $601k | 8.9k | 67.71 |
| 2024-03-31 | $554k | 9.2k | 60.17 |
| 2023-12-31 | $419k | 2.7k | 157.65 |
| 2023-09-30 | $381k | 2.4k | 159.93 |