Wingate Wealth Advisors »

Wal-Mart Stores shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $641k 6.2k 103.06
2025-06-30 $452k 4.6k 97.78
2025-03-31 $316k 3.6k 87.79
2024-12-31 $438k 4.9k 90.35