Wal-Mart Stores shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Roehl & Yi Investment 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 Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $725k | 84k | 8.66 |
| 2025-09-30 | $615k | 84k | 7.34 |
| 2025-06-30 | $586k | 84k | 7.00 |
| 2025-03-31 | $537k | 84k | 6.41 |
| 2024-12-31 | $454k | 5.0k | 90.36 |
More positions owned by Roehl & Yi Investment Advisors
View all positions for Roehl & Yi Investment Advisors