Wal-Mart Stores shares owned by Wheelhouse Advisory Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wheelhouse Advisory Group
from 13F filings
Historical chart of Wheelhouse Advisory Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wheelhouse Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515k | 5.0k | 103.07 |
| 2025-06-30 | $504k | 5.2k | 97.79 |
| 2025-03-31 | $434k | 4.9k | 87.80 |
| 2024-12-31 | $456k | 5.0k | 90.35 |
| 2024-09-30 | $356k | 4.4k | 80.75 |
| 2024-06-30 | $311k | 4.6k | 68.08 |
| 2024-03-31 | $324k | 5.4k | 60.17 |
| 2023-12-31 | $277k | 1.8k | 157.68 |