Wal-Mart Stores shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.2M | 47k | 111.41 |
| 2025-09-30 | $4.9M | 47k | 103.06 |
| 2025-06-30 | $4.5M | 46k | 97.78 |
| 2025-03-31 | $4.2M | 47k | 88.02 |
| 2024-12-31 | $4.3M | 48k | 90.56 |
| 2024-09-30 | $3.9M | 49k | 80.75 |
| 2024-06-30 | $3.6M | 53k | 67.71 |
| 2024-03-31 | $3.1M | 51k | 60.38 |
| 2023-12-31 | $2.7M | 17k | 158.22 |
| 2023-09-30 | $2.7M | 17k | 159.93 |
| 2023-06-30 | $2.7M | 17k | 157.18 |
| 2023-03-31 | $2.4M | 17k | 148.02 |
| 2022-12-31 | $2.4M | 17k | 142.35 |
| 2022-09-30 | $2.2M | 17k | 129.71 |
| 2022-06-30 | $2.1M | 17k | 121.31 |
| 2022-03-31 | $2.6M | 17k | 149.47 |
| 2021-12-31 | $2.5M | 17k | 145.24 |
| 2021-09-30 | $2.6M | 19k | 139.64 |
| 2021-06-30 | $2.8M | 20k | 141.02 |
| 2021-03-31 | $2.7M | 20k | 136.40 |
| 2020-12-31 | $2.7M | 18k | 144.68 |