Wal-Mart Stores shares owned by True Wealth Design
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 3.2k | 103.05 |
| 2025-06-30 | $115k | 1.2k | 97.75 |
| 2025-03-31 | $97k | 1.1k | 87.76 |
| 2024-12-31 | $120k | 1.3k | 90.32 |
| 2024-09-30 | $68k | 836 | 80.75 |
| 2024-06-30 | $57k | 836 | 67.71 |
| 2024-03-31 | $48k | 804 | 60.17 |
| 2023-12-31 | $41k | 258 | 157.65 |
| 2023-09-30 | $389k | 2.4k | 159.93 |
| 2023-06-30 | $382k | 2.4k | 157.18 |
| 2023-03-31 | $359k | 2.4k | 147.45 |
| 2022-12-31 | $3.1k | 22 | 141.77 |