Wal-Mart Stores shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 89k | 103.06 |
| 2025-06-30 | $8.4M | 86k | 97.78 |
| 2025-03-31 | $7.3M | 84k | 87.79 |
| 2024-12-31 | $7.1M | 78k | 90.35 |
| 2024-09-30 | $6.2M | 77k | 80.75 |
| 2024-06-30 | $5.1M | 76k | 67.71 |
| 2024-03-31 | $4.4M | 74k | 60.17 |
| 2023-12-31 | $3.8M | 24k | 157.65 |
| 2023-09-30 | $3.5M | 22k | 159.93 |
| 2023-06-30 | $3.4M | 22k | 157.18 |
| 2023-03-31 | $3.2M | 22k | 147.45 |
| 2022-12-31 | $3.0M | 22k | 141.79 |
| 2022-09-30 | $2.6M | 20k | 129.73 |
| 2022-06-30 | $2.2M | 18k | 121.59 |
| 2022-03-31 | $2.4M | 16k | 148.94 |
| 2021-12-31 | $2.1M | 15k | 144.67 |
| 2021-09-30 | $1.7M | 12k | 139.35 |
| 2021-06-30 | $1.6M | 11k | 141.02 |
| 2021-03-31 | $1.4M | 10k | 135.78 |
| 2020-12-31 | $1.4M | 9.8k | 144.17 |
| 2020-09-30 | $1.3M | 9.5k | 139.95 |
| 2020-06-30 | $1.1M | 9.3k | 119.74 |
| 2020-03-31 | $1.1M | 9.4k | 113.68 |
| 2019-12-31 | $1.1M | 8.9k | 118.86 |
| 2019-09-30 | $1.2M | 10k | 118.70 |
| 2019-06-30 | $1.2M | 11k | 110.46 |
| 2019-03-31 | $873k | 9.0k | 97.50 |
| 2018-12-31 | $662k | 7.1k | 93.19 |
| 2018-09-30 | $654k | 7.0k | 93.98 |
| 2018-06-30 | $582k | 6.8k | 85.66 |
| 2018-03-31 | $601k | 6.8k | 88.91 |
| 2017-12-31 | $657k | 6.7k | 98.72 |
| 2017-09-30 | $519k | 6.6k | 78.16 |
| 2017-06-30 | $471k | 6.2k | 75.72 |
| 2017-03-31 | $447k | 6.2k | 72.00 |
| 2016-12-31 | $483k | 7.0k | 69.08 |
| 2016-09-30 | $504k | 7.0k | 72.15 |
| 2016-06-30 | $512k | 7.0k | 73.08 |
| 2016-03-31 | $585k | 8.5k | 68.49 |
| 2015-12-31 | $489k | 8.0k | 61.36 |
| 2015-09-30 | $406k | 6.3k | 64.76 |
| 2015-06-30 | $441k | 6.2k | 70.98 |
| 2015-03-31 | $472k | 5.7k | 82.26 |
| 2014-12-31 | $490k | 5.7k | 85.87 |
| 2014-09-30 | $436k | 5.7k | 76.41 |
| 2014-06-30 | $419k | 5.6k | 75.14 |
| 2014-03-31 | $438k | 5.7k | 76.44 |
| 2013-12-31 | $441k | 5.6k | 78.68 |
More positions owned by Financial Advisory Service
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