Wal-Mart Stores shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Allied Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 21k | 103.06 |
| 2025-06-30 | $2.0M | 21k | 97.78 |
| 2025-03-31 | $1.7M | 19k | 87.79 |
| 2024-12-31 | $1.7M | 19k | 90.35 |
| 2024-09-30 | $1.4M | 17k | 80.75 |
| 2024-06-30 | $1.2M | 17k | 67.71 |
| 2024-03-31 | $1.1M | 18k | 60.17 |
| 2023-12-31 | $1.1M | 7.2k | 157.65 |
| 2023-09-30 | $1.3M | 8.4k | 159.93 |
| 2023-06-30 | $8.5M | 54k | 157.18 |
| 2023-03-31 | $7.7M | 53k | 147.45 |
| 2022-12-31 | $7.3M | 51k | 141.79 |
| 2022-09-30 | $6.5M | 50k | 129.71 |
| 2022-06-30 | $5.9M | 48k | 121.58 |
| 2022-03-31 | $6.9M | 46k | 148.92 |
| 2021-12-31 | $6.2M | 43k | 144.70 |
| 2021-09-30 | $5.9M | 42k | 139.38 |
| 2021-06-30 | $5.9M | 42k | 141.03 |
| 2021-03-31 | $5.5M | 41k | 135.83 |
| 2020-12-31 | $5.6M | 39k | 144.15 |
| 2020-09-30 | $5.5M | 39k | 139.90 |
| 2020-06-30 | $4.8M | 40k | 119.79 |
| 2020-03-31 | $4.9M | 43k | 113.61 |
| 2019-12-31 | $5.5M | 46k | 118.84 |
| 2019-09-30 | $5.5M | 47k | 118.68 |
| 2019-06-30 | $5.2M | 47k | 110.48 |
| 2019-03-31 | $4.6M | 48k | 97.52 |
| 2018-12-31 | $4.5M | 48k | 93.16 |
| 2018-09-30 | $4.4M | 47k | 93.91 |
| 2018-06-30 | $4.0M | 46k | 85.65 |
| 2018-03-31 | $4.1M | 46k | 88.98 |
| 2017-12-31 | $4.9M | 49k | 98.75 |
More positions owned by Allied Investment Advisors
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