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 csvQuarterly 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 |