Wal-Mart Stores shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $405k | 3.6k | 111.41 |
| 2025-09-30 | $379k | 3.7k | 103.06 |
| 2025-06-30 | $364k | 3.7k | 97.77 |
| 2025-03-31 | $235k | 2.7k | 87.78 |
| 2024-12-31 | $241k | 2.7k | 90.34 |
| 2024-09-30 | $215k | 2.7k | 80.74 |