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Wal-Mart Stores shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 35k 60.17
2023-12-31 $1.7M 11k 157.66
2023-09-30 $1.4M 9.0k 159.93
2023-06-30 $1.4M 8.9k 157.18
2023-03-31 $1.3M 8.9k 147.44
2022-12-31 $1.2M 8.7k 141.69
2022-09-30 $1.3M 9.7k 129.73
2022-06-30 $1.2M 9.6k 121.61
2022-03-31 $1.5M 10k 144.72
2021-12-31 $1.5M 10k 144.72
2021-09-30 $1.5M 11k 139.40
2021-06-30 $1.1M 8.2k 135.80
2021-03-31 $1.1M 8.2k 135.80
2020-12-31 $1.3M 8.7k 145.08
2020-09-30 $877k 6.3k 139.92
2020-06-30 $592k 4.9k 119.77
2020-03-31 $621k 5.5k 113.57
2019-12-31 $732k 6.2k 118.87
2019-09-30 $724k 6.1k 118.67
2019-06-30 $717k 6.5k 110.43
2019-03-31 $601k 6.2k 97.60
2018-12-31 $599k 6.4k 93.16
2018-09-30 $959k 10k 93.95
2018-06-30 $874k 10k 85.60
2018-03-31 $853k 9.6k 88.95
2017-12-31 $930k 9.4k 98.73
2017-09-30 $728k 9.3k 78.11
2017-06-30 $729k 9.6k 75.72
2017-03-31 $731k 10k 72.06
2016-12-31 $699k 10k 69.10
2016-09-30 $645k 9.0k 72.07
2016-06-30 $645k 8.8k 73.01
2016-03-31 $672k 9.8k 68.50
2015-12-31 $687k 11k 61.28
2015-09-30 $761k 12k 64.84
2015-06-30 $791k 11k 70.95
2015-03-31 $1.2M 15k 82.26
2014-12-31 $1.2M 14k 85.87
2014-09-30 $941k 12k 76.49
2014-06-30 $946k 13k 75.06
2014-03-31 $899k 12k 76.47
2013-12-31 $835k 11k 78.65
2013-09-30 $818k 11k 73.97
2013-06-30 $841k 11k 74.50
2013-03-31 $871k 12k 74.80
2012-12-31 $815k 12k 68.25
2012-09-30 $593k 8.0k 73.78
2012-06-30 $581k 8.3k 69.69
2012-03-31 $490k 8.0k 61.22
2011-09-30 $418k 8.0k 51.93
2011-03-31 $240k 4.6k 52.03