Wal-Mart Stores shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 7.7k | 103.06 |
| 2025-06-30 | $679k | 6.9k | 97.78 |
| 2025-03-31 | $578k | 6.6k | 87.79 |
| 2024-12-31 | $487k | 5.4k | 90.35 |
| 2024-09-30 | $463k | 5.7k | 80.75 |
| 2024-06-30 | $394k | 5.8k | 67.71 |
| 2024-03-31 | $360k | 6.0k | 60.17 |