Wal-Mart Stores shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 5.0k | 103.06 |
| 2025-06-30 | $483k | 4.9k | 97.78 |
| 2025-03-31 | $437k | 5.0k | 88.02 |
| 2024-12-31 | $448k | 5.0k | 90.35 |
| 2024-09-30 | $659k | 8.2k | 80.75 |
| 2024-06-30 | $645k | 9.5k | 67.95 |
| 2024-03-31 | $429k | 7.1k | 60.38 |
| 2023-09-30 | $271k | 1.7k | 159.95 |
| 2023-06-30 | $272k | 1.7k | 157.20 |
| 2023-03-31 | $251k | 1.7k | 147.47 |
| 2022-12-31 | $120k | 845 | 141.83 |
| 2018-06-30 | $444k | 5.2k | 85.71 |
| 2018-03-31 | $468k | 5.2k | 89.54 |
| 2017-12-31 | $573k | 5.8k | 98.84 |