Wal-Mart Stores shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95M | 920k | 103.06 |
| 2025-06-30 | $95M | 966k | 97.78 |
| 2025-03-31 | $83M | 943k | 87.79 |
| 2024-12-31 | $64M | 707k | 90.35 |
| 2024-09-30 | $26M | 319k | 80.75 |
| 2024-06-30 | $54M | 802k | 67.71 |
More positions owned by Heritage Oak Wealth Advisors
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