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Wal-Mart Stores shares owned by Brendel Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $664k 4.2k 157.57
2023-03-31 $628k 4.3k 147.56
2022-06-30 $600k 4.9k 121.58
2022-03-31 $844k 5.7k 148.96
2021-12-31 $4.6M 32k 144.70
2021-06-30 $3.7M 27k 141.01
2021-03-31 $3.5M 26k 135.83
2020-12-31 $3.6M 25k 144.14
2020-09-30 $3.4M 24k 139.91
2020-06-30 $2.7M 22k 119.79
2020-03-31 $2.6M 23k 113.64
2019-12-31 $2.5M 21k 118.82
2019-09-30 $2.4M 20k 118.67