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Wal-Mart Stores shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $716k 7.0k 103.06
2025-06-30 $408k 4.2k 97.78
2023-06-30 $242k 1.5k 157.21
2023-03-31 $221k 1.5k 147.48
2022-12-31 $212k 1.5k 141.82
2022-03-31 $221k 1.5k 148.62