Wal-Mart Stores shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 11k | 97.78 |
| 2025-03-31 | $1.8M | 20k | 87.79 |
| 2024-12-31 | $1.9M | 21k | 90.35 |
| 2024-09-30 | $1.6M | 19k | 80.75 |
| 2024-06-30 | $1.3M | 19k | 67.71 |
| 2024-03-31 | $1.6M | 27k | 60.17 |
| 2023-12-31 | $1.1M | 6.7k | 157.66 |
| 2023-09-30 | $1.9M | 12k | 159.94 |
| 2023-06-30 | $1.8M | 12k | 157.17 |
| 2023-03-31 | $1.8M | 12k | 147.45 |
| 2022-12-31 | $1.9M | 13k | 141.79 |
| 2022-09-30 | $1.6M | 12k | 129.43 |
| 2022-06-30 | $1.5M | 12k | 121.59 |
| 2022-03-31 | $1.9M | 13k | 148.84 |
| 2021-12-31 | $1.8M | 13k | 142.90 |
| 2021-09-30 | $1.4M | 10k | 139.36 |
| 2021-06-30 | $2.1M | 15k | 141.05 |
| 2021-03-31 | $2.2M | 16k | 135.84 |
| 2020-12-31 | $2.2M | 16k | 144.16 |
| 2020-09-30 | $1.3M | 9.4k | 139.92 |
| 2020-06-30 | $1.3M | 11k | 119.80 |
| 2020-03-31 | $982k | 8.6k | 113.67 |
| 2019-12-31 | $1.1M | 9.2k | 118.88 |
| 2019-09-30 | $987k | 8.3k | 118.74 |
| 2019-06-30 | $998k | 9.0k | 110.51 |
| 2019-03-31 | $907k | 9.3k | 97.52 |
| 2018-12-31 | $757k | 9.1k | 83.38 |
| 2018-09-30 | $848k | 9.1k | 93.57 |
| 2018-06-30 | $791k | 9.4k | 84.05 |
| 2018-03-31 | $803k | 9.0k | 88.93 |
| 2017-12-31 | $487k | 4.9k | 98.72 |
More positions owned by Financial Advocates Investment Management
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