Wal-Mart Stores shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 14k | 103.06 |
| 2025-06-30 | $1.4M | 14k | 97.78 |
| 2025-03-31 | $1.5M | 17k | 87.79 |
| 2024-12-31 | $1.5M | 16k | 90.35 |
| 2024-09-30 | $1.3M | 16k | 80.75 |
| 2024-06-30 | $1.1M | 17k | 67.71 |
| 2024-03-31 | $1.1M | 19k | 60.17 |
| 2023-09-30 | $845k | 5.3k | 159.96 |
| 2023-06-30 | $842k | 5.4k | 157.20 |
| 2023-03-31 | $776k | 5.3k | 147.47 |
| 2022-12-31 | $815k | 5.7k | 141.80 |
| 2022-09-30 | $977k | 7.5k | 129.71 |
| 2022-06-30 | $1.1M | 9.3k | 121.63 |
| 2022-03-31 | $4.6M | 31k | 148.91 |
| 2021-12-31 | $4.3M | 30k | 144.70 |
| 2021-09-30 | $4.0M | 29k | 139.42 |
| 2021-06-30 | $3.9M | 28k | 140.90 |
| 2021-03-31 | $3.8M | 28k | 135.84 |
| 2020-12-31 | $5.7M | 40k | 144.16 |
| 2020-09-30 | $5.5M | 39k | 139.91 |
| 2020-06-30 | $4.7M | 40k | 119.77 |
| 2020-03-31 | $4.3M | 38k | 113.63 |
| 2019-12-31 | $8.3M | 581k | 14.29 |
| 2019-09-30 | $4.1M | 35k | 118.68 |
| 2019-06-30 | $3.7M | 34k | 110.45 |
| 2019-03-31 | $3.3M | 34k | 97.52 |
| 2018-12-31 | $3.1M | 34k | 93.14 |
| 2018-09-30 | $2.9M | 31k | 93.90 |
| 2018-06-30 | $2.4M | 28k | 85.66 |
| 2018-03-31 | $2.4M | 27k | 88.97 |
| 2017-12-31 | $2.2M | 22k | 98.75 |
| 2017-09-30 | $1.5M | 20k | 78.12 |
| 2017-06-30 | $686k | 9.1k | 75.68 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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