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Wal-Mart Stores shares owned by Wealthquest

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Wealthquest

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 103.06
2025-06-30 $1.0M 10k 97.78
2025-03-31 $851k 9.7k 87.79
2024-12-31 $913k 10k 90.35
2024-09-30 $803k 9.9k 81.27
2024-06-30 $669k 9.9k 67.71
2024-03-31 $590k 9.8k 60.17
2023-12-31 $607k 3.9k 157.65
2023-09-30 $616k 3.9k 159.93