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Wal-Mart Stores shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $615k 2.9k 212.00
2023-09-30 $624k 3.9k 159.93
2023-06-30 $582k 3.7k 157.18
2023-03-31 $457k 3.1k 147.45
2022-12-31 $397k 2.8k 141.79
2022-09-30 $337k 2.6k 129.62
2022-06-30 $267k 2.2k 121.36