Wal-Mart Stores shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 119 | 102.97 |
| 2025-06-30 | $12k | 119 | 97.46 |
| 2025-03-31 | $10k | 118 | 88.02 |
| 2024-12-31 | $11k | 118 | 90.35 |
| 2024-09-30 | $9.5k | 118 | 80.56 |