Wal-Mart Stores shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $798k | 7.7k | 103.06 |
| 2025-06-30 | $760k | 7.8k | 97.78 |
| 2025-03-31 | $683k | 7.8k | 87.79 |
| 2023-12-31 | $624k | 4.0k | 157.65 |