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Wal-Mart Stores shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 5.1k 103.06
2025-06-30 $601k 6.1k 97.78
2025-03-31 $497k 5.7k 87.79
2024-12-31 $565k 6.3k 90.35
2024-09-30 $542k 6.7k 80.75
2024-06-30 $463k 6.8k 67.71
2024-03-31 $396k 6.6k 60.17
2023-09-30 $212k 1.3k 159.91