Medallion Wealth Advisors »

Wal-Mart Stores shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 8.3k 124.28
2025-12-31 $924k 8.3k 111.42
2025-09-30 $855k 8.3k 103.06
2025-06-30 $815k 8.3k 98.25
2025-03-31 $763k 8.6k 88.83
2024-12-31 $541k 6.0k 90.35