Wal-Mart Stores shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 147k | 103.06 |
| 2025-06-30 | $14M | 145k | 97.78 |
| 2025-03-31 | $13M | 143k | 87.79 |
| 2024-12-31 | $13M | 144k | 90.35 |
| 2024-09-30 | $12M | 143k | 80.75 |
| 2024-06-30 | $9.7M | 144k | 67.71 |
| 2024-03-31 | $8.6M | 143k | 59.87 |
| 2023-12-31 | $7.2M | 45k | 157.65 |
| 2023-09-30 | $7.3M | 46k | 159.93 |
| 2023-06-30 | $6.9M | 44k | 157.18 |
| 2023-03-31 | $6.3M | 43k | 147.45 |
| 2022-12-31 | $5.8M | 41k | 141.79 |
| 2022-09-30 | $4.9M | 38k | 129.69 |
| 2022-06-30 | $4.4M | 36k | 121.57 |
| 2022-03-31 | $6.8M | 46k | 148.92 |
| 2021-12-31 | $5.7M | 39k | 144.68 |
| 2021-09-30 | $4.7M | 34k | 139.39 |
| 2021-06-30 | $4.7M | 33k | 141.02 |
| 2021-03-31 | $4.6M | 34k | 135.84 |
| 2020-12-31 | $3.9M | 27k | 144.14 |
| 2020-09-30 | $4.0M | 29k | 139.92 |
| 2020-06-30 | $3.5M | 29k | 119.77 |
| 2020-03-31 | $3.7M | 31k | 121.80 |
| 2019-12-31 | $4.1M | 34k | 118.83 |
| 2019-09-30 | $4.1M | 35k | 118.68 |
| 2019-06-30 | $4.0M | 37k | 110.49 |
| 2019-03-31 | $3.7M | 38k | 97.54 |
| 2018-12-31 | $3.3M | 35k | 93.15 |
| 2018-09-30 | $3.0M | 30k | 100.41 |
| 2018-06-30 | $2.3M | 26k | 89.67 |
| 2018-03-31 | $1.1M | 13k | 88.97 |
| 2017-12-31 | $954k | 9.7k | 98.76 |
| 2017-09-30 | $781k | 10k | 78.16 |