Wal-Mart Stores shares owned by Apella Capital
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 19k | 106.47 |
| 2025-06-30 | $1.7M | 17k | 99.35 |
| 2025-03-31 | $1.5M | 16k | 89.60 |
| 2024-12-31 | $735k | 8.1k | 90.35 |
| 2024-09-30 | $607k | 7.5k | 80.43 |
| 2024-06-30 | $503k | 7.2k | 69.90 |
| 2024-03-31 | $403k | 6.7k | 59.79 |
| 2023-12-31 | $470k | 3.0k | 157.74 |
| 2023-09-30 | $490k | 3.1k | 159.90 |
| 2023-06-30 | $475k | 3.0k | 157.20 |
| 2022-12-31 | $397k | 2.8k | 141.78 |
| 2022-09-30 | $301k | 2.3k | 129.91 |
| 2022-06-30 | $303k | 2.5k | 121.49 |
| 2021-03-31 | $388k | 2.9k | 135.81 |
| 2020-12-31 | $527k | 3.7k | 144.11 |
| 2020-09-30 | $232k | 1.7k | 140.01 |