Wal-Mart Stores shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 21k | 103.06 |
| 2025-06-30 | $1.3M | 14k | 97.78 |
| 2025-03-31 | $998k | 11k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $838k | 10k | 80.75 |
| 2024-06-30 | $687k | 10k | 67.71 |
| 2024-03-31 | $631k | 11k | 60.17 |
| 2023-12-31 | $698k | 4.4k | 157.65 |
| 2023-09-30 | $598k | 3.7k | 159.93 |
| 2023-06-30 | $261k | 1.7k | 157.17 |
| 2023-03-31 | $254k | 1.7k | 147.46 |
| 2022-12-31 | $368k | 2.6k | 141.79 |
| 2022-09-30 | $266k | 2.0k | 129.82 |
| 2022-06-30 | $257k | 2.1k | 121.74 |
| 2022-03-31 | $200k | 1.3k | 152.21 |
| 2021-12-31 | $223k | 1.5k | 144.81 |