Wal-Mart Stores shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 50k | 111.41 |
| 2025-09-30 | $4.8M | 46k | 103.06 |
| 2025-06-30 | $5.0M | 51k | 97.78 |
| 2024-12-31 | $699k | 7.7k | 90.35 |
| 2024-06-30 | $16k | 231 | 67.71 |
| 2023-12-31 | $507 | 3 | 169.00 |
| 2023-09-30 | $2.3M | 14k | 159.90 |
| 2020-03-31 | $1.6M | 14k | 113.61 |
| 2019-12-31 | $1.5M | 13k | 118.82 |
| 2019-09-30 | $1.4M | 12k | 118.66 |
| 2019-06-30 | $21k | 197 | 106.60 |