Wal-Mart Stores shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 15k | 101.96 |
| 2025-06-30 | $1.5M | 15k | 97.78 |
| 2025-03-31 | $1.4M | 15k | 87.79 |
| 2024-12-31 | $1.5M | 17k | 90.35 |
| 2024-09-30 | $1.3M | 16k | 80.75 |
| 2024-06-30 | $1.2M | 18k | 67.71 |
| 2024-03-31 | $2.2M | 37k | 60.17 |
| 2023-12-31 | $2.5M | 16k | 157.65 |
| 2023-09-30 | $1.4M | 9.0k | 159.93 |
| 2023-03-31 | $433k | 2.9k | 147.45 |
| 2022-12-31 | $332k | 2.3k | 141.79 |