Wal-Mart Stores shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 24k | 103.06 |
| 2025-06-30 | $2.2M | 23k | 97.78 |
| 2025-03-31 | $2.0M | 22k | 87.79 |
| 2024-12-31 | $2.2M | 25k | 90.35 |
| 2024-09-30 | $2.0M | 25k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $1.5M | 25k | 60.17 |
| 2023-12-31 | $1.3M | 7.9k | 157.65 |
| 2023-09-30 | $1.2M | 7.5k | 159.93 |
| 2023-06-30 | $1.0M | 7.0k | 148.69 |
| 2023-03-31 | $1.0M | 7.0k | 147.44 |
| 2022-12-31 | $951k | 6.7k | 141.79 |
| 2022-09-30 | $710k | 5.5k | 129.73 |
| 2022-06-30 | $1.5M | 12k | 124.22 |
| 2022-03-31 | $1.3M | 8.9k | 148.92 |
| 2021-06-30 | $1.1M | 7.8k | 140.96 |
| 2021-03-31 | $1.0M | 7.4k | 135.79 |
| 2020-12-31 | $919k | 6.4k | 144.16 |