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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

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Quarterly 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