Wal-Mart Stores shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 12k | 109.03 |
| 2025-06-30 | $1.2M | 12k | 97.78 |
| 2025-03-31 | $1.1M | 12k | 87.79 |
| 2024-12-31 | $1.0M | 12k | 90.35 |
| 2024-09-30 | $809k | 10k | 80.75 |
| 2024-06-30 | $616k | 9.1k | 67.71 |
| 2024-03-31 | $548k | 9.1k | 60.17 |
More positions owned by Up Strategic Wealth Investment Advisors
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