Wal-Mart Stores shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 2.2k | 103.06 |
| 2025-06-30 | $206k | 2.1k | 97.78 |
| 2023-09-30 | $932k | 5.8k | 159.93 |
| 2023-06-30 | $917k | 5.8k | 157.18 |