Wal-Mart Stores shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 557k | 103.06 |
| 2025-06-30 | $46M | 474k | 97.78 |
| 2025-03-31 | $19M | 220k | 87.79 |
| 2024-12-31 | $17M | 189k | 90.34 |
| 2024-09-30 | $16M | 198k | 80.74 |
| 2024-06-30 | $14M | 211k | 67.70 |
| 2024-03-31 | $9.3M | 155k | 60.17 |
| 2023-12-31 | $48M | 289k | 164.27 |
| 2023-09-30 | $48M | 301k | 159.93 |
| 2023-06-30 | $48M | 304k | 157.18 |
| 2023-03-31 | $43M | 293k | 147.45 |
| 2022-12-31 | $39M | 278k | 141.79 |
| 2022-09-30 | $33M | 253k | 129.70 |
| 2022-06-30 | $30M | 244k | 121.58 |
| 2022-03-31 | $34M | 226k | 148.92 |
| 2021-12-31 | $31M | 215k | 144.69 |
| 2021-09-30 | $28M | 200k | 139.38 |
| 2021-06-30 | $26M | 186k | 141.02 |
| 2021-03-31 | $23M | 167k | 135.83 |
| 2020-12-31 | $23M | 159k | 144.15 |
| 2020-09-30 | $21M | 152k | 139.91 |
| 2020-06-30 | $17M | 145k | 119.78 |
| 2020-03-31 | $15M | 129k | 113.62 |
| 2019-12-31 | $14M | 113k | 118.84 |
| 2019-09-30 | $13M | 105k | 118.68 |
| 2019-06-30 | $11M | 97k | 110.49 |
| 2019-03-31 | $4.9M | 51k | 97.53 |
| 2018-12-31 | $4.1M | 44k | 93.16 |
| 2018-09-30 | $4.1M | 44k | 93.90 |
| 2018-06-30 | $3.3M | 39k | 85.65 |
| 2018-03-31 | $2.8M | 32k | 88.97 |
| 2017-12-31 | $2.8M | 29k | 98.75 |
| 2017-09-30 | $2.4M | 31k | 78.14 |
| 2017-06-30 | $2.1M | 28k | 75.69 |
| 2017-03-31 | $868k | 12k | 72.04 |
| 2016-12-31 | $634k | 9.2k | 69.09 |