Wal-Mart Stores shares owned by Allen Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Allen Wealth Management
from 13F filings
Historical chart of Allen Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Allen 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 Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 6.4k | 103.06 |
| 2025-06-30 | $637k | 6.5k | 97.78 |
| 2025-03-31 | $595k | 6.8k | 87.79 |
| 2024-12-31 | $639k | 7.1k | 90.35 |
| 2024-09-30 | $606k | 7.5k | 80.75 |
| 2024-06-30 | $511k | 7.5k | 67.71 |
| 2024-03-31 | $398k | 6.6k | 60.17 |