Wal-Mart Stores shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 17k | 103.06 |
| 2025-06-30 | $1.2M | 13k | 97.78 |
| 2025-03-31 | $909k | 10k | 87.79 |
| 2024-12-31 | $871k | 9.6k | 90.35 |
| 2024-06-30 | $503k | 7.4k | 67.71 |
| 2024-03-31 | $211k | 3.5k | 60.17 |