Wal-Mart Stores shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.2M | 26k | 159.93 |
| 2023-06-30 | $4.2M | 26k | 157.18 |
| 2023-03-31 | $3.9M | 26k | 147.45 |
| 2022-12-31 | $3.8M | 27k | 141.79 |
| 2022-09-30 | $3.5M | 27k | 129.77 |
| 2022-06-30 | $3.2M | 27k | 121.65 |
| 2022-03-31 | $4.1M | 27k | 148.84 |
| 2021-12-31 | $6.3M | 44k | 144.71 |
| 2021-09-30 | $6.1M | 44k | 139.37 |
| 2021-06-30 | $7.1M | 50k | 141.04 |
| 2021-03-31 | $6.8M | 50k | 135.84 |
| 2020-12-31 | $5.7M | 40k | 144.17 |
| 2020-09-30 | $5.5M | 39k | 139.92 |
| 2020-06-30 | $3.4M | 28k | 119.86 |
| 2020-03-31 | $3.3M | 29k | 113.62 |
| 2019-12-31 | $3.4M | 28k | 118.75 |
| 2019-09-30 | $3.3M | 28k | 118.75 |
| 2019-06-30 | $3.0M | 28k | 110.46 |
| 2019-03-31 | $2.5M | 26k | 97.55 |
| 2018-12-31 | $2.5M | 27k | 93.17 |
| 2018-09-30 | $2.6M | 28k | 93.87 |
| 2018-06-30 | $2.2M | 25k | 85.66 |
| 2018-03-31 | $2.2M | 25k | 89.03 |
| 2017-12-31 | $2.5M | 26k | 98.75 |
| 2017-09-30 | $2.0M | 26k | 78.12 |
| 2017-06-30 | $2.2M | 29k | 75.76 |
| 2017-03-31 | $2.1M | 29k | 72.03 |
| 2016-12-31 | $1.9M | 28k | 69.08 |
| 2016-09-30 | $2.1M | 29k | 72.15 |
| 2016-06-30 | $1.9M | 26k | 73.03 |
| 2016-03-31 | $1.6M | 24k | 68.55 |
| 2015-12-31 | $1.7M | 28k | 61.28 |
| 2015-09-30 | $1.9M | 30k | 64.68 |
| 2015-06-30 | $2.1M | 29k | 70.63 |
| 2015-03-31 | $2.8M | 34k | 81.98 |
| 2014-12-31 | $2.9M | 34k | 86.17 |
| 2014-09-30 | $2.9M | 38k | 76.35 |
| 2014-06-30 | $2.9M | 39k | 75.31 |
| 2014-03-31 | $2.9M | 37k | 76.31 |
| 2013-12-31 | $4.7M | 60k | 78.60 |
| 2013-09-30 | $3.6M | 48k | 73.98 |
| 2013-06-30 | $4.4M | 59k | 74.35 |
| 2013-03-31 | $4.2M | 57k | 74.74 |
| 2012-09-30 | $4.3M | 59k | 73.81 |
| 2012-03-31 | $4.0M | 66k | 61.19 |
| 2011-12-31 | $4.3M | 72k | 60.00 |
| 2011-09-30 | $3.4M | 65k | 51.78 |
| 2011-06-30 | $3.1M | 57k | 53.27 |
| 2011-03-31 | $2.6M | 50k | 52.07 |
| 2010-12-31 | $3.8M | 71k | 53.91 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
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