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Wal-Mart Stores shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 2.3k 103.06
2025-06-30 $322k 3.3k 97.78
2025-03-31 $289k 3.3k 87.79
2024-12-31 $322k 3.3k 97.50
2024-09-30 $263k 3.3k 79.78
2024-06-30 $223k 3.3k 67.71