Wal-Mart Stores shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 332k | 103.06 |
| 2025-06-30 | $32M | 326k | 97.78 |
| 2025-03-31 | $29M | 334k | 87.79 |
| 2024-12-31 | $32M | 353k | 90.35 |
| 2024-09-30 | $25M | 312k | 80.75 |
| 2024-06-30 | $22M | 330k | 67.71 |
| 2024-03-31 | $20M | 325k | 60.17 |
| 2023-12-31 | $18M | 111k | 157.65 |
| 2023-09-30 | $17M | 103k | 159.93 |
| 2023-06-30 | $16M | 101k | 157.18 |
| 2023-03-31 | $15M | 100k | 147.45 |
| 2022-12-31 | $14k | 101k | 0.14 |
| 2022-09-30 | $13M | 102k | 129.70 |
| 2022-06-30 | $13M | 108k | 121.58 |
| 2022-03-31 | $17M | 111k | 148.92 |
| 2021-12-31 | $16M | 111k | 144.69 |
| 2021-09-30 | $16M | 117k | 139.38 |
| 2021-06-30 | $17M | 117k | 141.02 |
| 2021-03-31 | $16M | 118k | 135.83 |
| 2020-12-31 | $14M | 94k | 144.16 |
| 2020-09-30 | $13M | 92k | 139.91 |
| 2020-06-30 | $5.5M | 46k | 119.79 |
| 2020-03-31 | $5.3M | 47k | 113.61 |
| 2019-12-31 | $6.4M | 54k | 118.83 |
| 2019-09-30 | $9.3M | 78k | 118.68 |
| 2019-06-30 | $5.6k | 62k | 0.09 |
| 2019-03-31 | $5.7M | 58k | 97.55 |
| 2018-12-31 | $5.2M | 56k | 93.15 |
| 2018-09-30 | $3.7M | 48k | 78.17 |
| 2018-06-30 | $3.4M | 48k | 69.93 |
| 2018-03-31 | $3.3M | 39k | 85.57 |
| 2017-12-31 | $3.1M | 31k | 101.59 |
| 2017-09-30 | $1.9M | 24k | 80.54 |
| 2017-06-30 | $1.6M | 22k | 73.21 |
| 2017-03-31 | $1.2M | 16k | 71.65 |
| 2016-12-31 | $623k | 9.3k | 67.16 |
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