Wal-Mart Stores shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 14k | 157.65 |
| 2023-09-30 | $1.4M | 8.9k | 159.93 |
| 2023-06-30 | $798k | 5.1k | 157.18 |
| 2023-03-31 | $752k | 5.1k | 147.45 |
| 2022-12-31 | $698k | 4.9k | 141.79 |
| 2022-09-30 | $615k | 4.7k | 129.64 |
| 2022-06-30 | $524k | 4.3k | 121.47 |
| 2022-03-31 | $686k | 4.6k | 149.00 |
| 2021-12-31 | $617k | 4.3k | 144.73 |
| 2021-09-30 | $569k | 4.1k | 139.29 |
| 2021-06-30 | $578k | 4.1k | 140.98 |
| 2021-03-31 | $557k | 4.1k | 135.89 |
| 2020-12-31 | $608k | 4.2k | 144.25 |
| 2020-09-30 | $576k | 4.1k | 139.91 |
| 2020-06-30 | $502k | 4.2k | 119.69 |
| 2020-03-31 | $471k | 4.1k | 113.55 |
| 2019-12-31 | $517k | 4.4k | 118.82 |
| 2019-09-30 | $538k | 4.5k | 118.63 |
| 2019-06-30 | $528k | 4.8k | 110.58 |
| 2019-03-31 | $466k | 4.8k | 97.59 |
| 2018-12-31 | $466k | 5.0k | 93.09 |
| 2018-09-30 | $594k | 6.3k | 93.96 |
| 2018-03-31 | $918k | 10k | 88.94 |
| 2017-12-31 | $1.2M | 12k | 98.76 |
| 2017-09-30 | $1.1M | 14k | 78.17 |
| 2017-06-30 | $1.2M | 16k | 75.66 |
| 2017-03-31 | $1.3M | 18k | 72.10 |
| 2016-12-31 | $1.5M | 22k | 69.10 |
| 2016-09-30 | $1.9M | 26k | 72.11 |
| 2016-06-30 | $1.9M | 26k | 73.00 |
| 2016-03-31 | $1.8M | 26k | 68.48 |
| 2015-12-31 | $1.6M | 26k | 61.29 |
| 2015-09-30 | $1.2M | 18k | 64.84 |
| 2015-06-30 | $1.7M | 23k | 70.94 |
| 2015-03-31 | $1.9M | 23k | 82.24 |
| 2014-12-31 | $1.8M | 21k | 85.90 |