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Wal-Mart Stores shares owned by Secure Asset Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 34k 60.17
2023-12-31 $1.3M 8.3k 157.65
2023-09-30 $1.1M 7.1k 159.93
2023-06-30 $975k 6.2k 157.18
2023-03-31 $1.0M 6.9k 147.46
2022-12-31 $941k 6.6k 141.80
2022-09-30 $879k 6.8k 129.67
2022-06-30 $923k 7.6k 121.62
2022-03-31 $1.2M 8.3k 148.93
2021-12-31 $1.3M 9.1k 144.73
2021-09-30 $1.2M 8.3k 139.35
2021-06-30 $1.1M 7.8k 140.98
2021-03-31 $979k 7.2k 135.78
2020-12-31 $927k 6.4k 144.10
2020-09-30 $897k 6.4k 139.87
2020-06-30 $725k 6.1k 119.70
2020-03-31 $687k 6.0k 113.63
2019-12-31 $610k 5.1k 118.91