Wal-Mart Stores shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 66k | 103.06 |
| 2025-06-30 | $4.8M | 49k | 97.78 |
| 2025-03-31 | $4.4M | 50k | 87.98 |
| 2024-12-31 | $5.0M | 56k | 90.35 |
| 2024-09-30 | $6.6M | 82k | 80.66 |
| 2024-06-30 | $4.0M | 60k | 67.71 |
| 2024-03-31 | $3.2M | 53k | 60.17 |
| 2023-12-31 | $2.6M | 17k | 157.65 |
| 2023-09-30 | $2.6M | 5.2k | 496.83 |
| 2023-06-30 | $1.4M | 1.4M | 1.00 |