Wal-Mart Stores shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 17k | 103.06 |
| 2025-06-30 | $1.6M | 17k | 98.63 |
| 2025-03-31 | $1.6M | 19k | 88.66 |
| 2024-12-31 | $1.7M | 19k | 90.35 |
| 2024-09-30 | $1.6M | 19k | 80.75 |
| 2024-06-30 | $1.5M | 23k | 67.71 |
| 2024-03-31 | $1.4M | 23k | 60.17 |
| 2023-12-31 | $1.2M | 7.9k | 157.64 |
| 2023-09-30 | $1.3M | 8.1k | 159.92 |
| 2023-06-30 | $1.4M | 9.0k | 157.17 |
| 2023-03-31 | $1.4M | 9.5k | 147.44 |
| 2022-12-31 | $1.3M | 9.3k | 141.78 |
| 2022-09-30 | $1.2M | 9.4k | 129.69 |
| 2022-06-30 | $1.1M | 9.4k | 121.57 |
| 2022-03-31 | $1.4M | 9.4k | 148.91 |
| 2021-12-31 | $1.4M | 9.7k | 144.68 |
| 2021-09-30 | $1.4M | 10k | 139.37 |
| 2021-06-30 | $1.4M | 9.9k | 141.01 |
| 2021-03-31 | $1.4M | 10k | 135.83 |
| 2020-12-31 | $1.6M | 11k | 144.15 |
| 2020-09-30 | $1.6M | 11k | 139.91 |
| 2020-06-30 | $1.3M | 11k | 119.78 |
| 2020-03-31 | $1.4M | 12k | 113.62 |
| 2019-12-31 | $1.6M | 13k | 118.84 |
More positions owned by Independent Solutions Wealth Management
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