Wal-Mart Stores shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 4.8k | 103.06 |
| 2025-06-30 | $464k | 4.7k | 97.78 |
| 2025-03-31 | $380k | 4.3k | 87.78 |
| 2024-12-31 | $390k | 4.3k | 90.34 |
| 2024-09-30 | $414k | 5.1k | 80.74 |
| 2024-06-30 | $337k | 5.0k | 67.72 |
| 2024-03-31 | $343k | 5.7k | 60.17 |
| 2023-12-31 | $299k | 1.9k | 157.67 |
| 2023-09-30 | $303k | 1.9k | 159.95 |
| 2023-06-30 | $298k | 1.9k | 157.20 |
| 2023-03-31 | $247k | 1.7k | 147.45 |
| 2022-12-31 | $238k | 1.7k | 141.78 |
| 2022-09-30 | $239k | 1.7k | 142.43 |
| 2022-06-30 | $216k | 1.8k | 121.48 |
| 2022-03-31 | $265k | 1.8k | 149.04 |
| 2021-12-31 | $226k | 1.6k | 145.06 |
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