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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

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Quarterly 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