Wal-Mart Stores shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Outlook 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 Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 7.6k | 103.06 |
| 2025-06-30 | $637k | 6.5k | 97.79 |
| 2025-03-31 | $579k | 6.6k | 87.79 |
| 2024-12-31 | $1.4M | 15k | 90.35 |
| 2024-09-30 | $1.2M | 15k | 80.75 |
| 2024-06-30 | $388k | 5.7k | 67.71 |
| 2024-03-31 | $342k | 5.7k | 60.17 |
| 2023-12-31 | $306k | 1.9k | 157.65 |
| 2023-09-30 | $321k | 2.0k | 159.93 |
| 2023-06-30 | $305k | 1.9k | 157.18 |
| 2023-03-31 | $287k | 1.9k | 147.45 |
| 2022-12-31 | $282k | 2.0k | 141.79 |
| 2022-09-30 | $266k | 2.1k | 129.69 |
| 2022-06-30 | $254k | 2.1k | 121.88 |
| 2022-03-31 | $225k | 1.5k | 148.81 |
| 2021-12-31 | $294k | 2.0k | 144.69 |
| 2021-09-30 | $297k | 2.1k | 139.57 |
| 2021-06-30 | $269k | 1.9k | 141.06 |
| 2021-03-31 | $300k | 2.2k | 136.05 |
| 2020-12-31 | $254k | 1.8k | 144.15 |
| 2020-09-30 | $311k | 2.2k | 140.03 |
| 2020-06-30 | $298k | 2.5k | 119.97 |
| 2020-03-31 | $297k | 2.6k | 113.66 |
| 2019-12-31 | $223k | 1.9k | 119.06 |
| 2019-09-30 | $289k | 2.4k | 118.83 |
| 2019-06-30 | $238k | 2.2k | 110.65 |
| 2018-12-31 | $462k | 496 | 931.45 |