Wal-Mart Stores shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 8.6k | 103.06 |
| 2025-06-30 | $842k | 8.6k | 97.78 |
| 2025-03-31 | $756k | 8.6k | 87.79 |
| 2024-12-31 | $796k | 8.8k | 90.35 |
| 2024-09-30 | $682k | 8.4k | 80.75 |
| 2024-06-30 | $529k | 7.8k | 67.71 |
| 2024-03-31 | $247k | 4.1k | 60.17 |
| 2023-12-31 | $242k | 1.5k | 157.65 |
| 2023-09-30 | $219k | 1.4k | 159.93 |
| 2023-06-30 | $215k | 1.4k | 157.18 |
| 2023-03-31 | $202k | 1.4k | 147.45 |