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Wal-Mart Stores shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 31k 103.06
2025-06-30 $1.8M 19k 97.78
2025-03-31 $1.5M 17k 87.79
2024-12-31 $4.5M 50k 90.35
2024-09-30 $4.0M 49k 80.75
2024-06-30 $1.2M 17k 67.71
2024-03-31 $1.0M 17k 59.53
2023-12-31 $2.0M 13k 157.65