Wal-Mart Stores shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by ROI Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 54k | 103.06 |
| 2025-06-30 | $5.1M | 52k | 97.78 |
| 2025-03-31 | $4.2M | 48k | 87.79 |
| 2024-12-31 | $3.9M | 43k | 90.35 |
| 2024-09-30 | $3.2M | 39k | 80.75 |
| 2024-06-30 | $2.4M | 35k | 67.71 |
| 2024-03-31 | $2.1M | 34k | 60.16 |
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