Wal-Mart Stores shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by San Luis 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 San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 13k | 103.06 |
| 2025-06-30 | $1.1M | 11k | 97.76 |
| 2025-03-31 | $976k | 11k | 87.75 |
| 2024-12-31 | $1.3M | 15k | 90.33 |
| 2024-09-30 | $1.2M | 15k | 80.75 |
| 2024-06-30 | $823k | 12k | 67.73 |
| 2023-06-30 | $805k | 5.1k | 157.13 |
| 2023-03-31 | $825k | 5.6k | 147.37 |
| 2022-03-31 | $1.2M | 8.3k | 144.72 |
| 2021-09-30 | $1.2M | 8.7k | 139.36 |
| 2020-12-31 | $3.3M | 23k | 144.17 |