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

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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
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