Wal-Mart Stores shares owned by Appleton Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 64k | 80.75 |
| 2024-06-30 | $4.6M | 68k | 67.70 |
| 2024-03-31 | $4.1M | 69k | 60.17 |
| 2023-12-31 | $3.6M | 23k | 157.66 |
| 2023-09-30 | $3.5M | 22k | 159.92 |
| 2023-06-30 | $3.5M | 22k | 157.17 |
| 2023-03-31 | $3.3M | 22k | 147.45 |
| 2022-12-31 | $3.2M | 22k | 141.77 |
| 2022-09-30 | $2.9M | 22k | 129.71 |
| 2022-06-30 | $2.7M | 22k | 121.57 |
| 2022-03-31 | $3.3M | 22k | 148.92 |
| 2021-12-31 | $3.2M | 22k | 144.68 |
| 2021-09-30 | $2.9M | 21k | 139.39 |
| 2021-06-30 | $2.8M | 20k | 141.04 |
| 2021-03-31 | $2.4M | 18k | 135.85 |
| 2020-12-31 | $2.1M | 15k | 144.14 |
| 2020-09-30 | $965k | 6.9k | 139.92 |
| 2020-06-30 | $567k | 4.7k | 119.75 |
| 2020-03-31 | $560k | 4.9k | 113.52 |
| 2019-12-31 | $586k | 4.9k | 118.74 |
| 2019-09-30 | $438k | 3.7k | 118.76 |
| 2019-06-30 | $389k | 3.5k | 110.54 |
| 2019-03-31 | $312k | 3.2k | 97.47 |
| 2018-12-31 | $299k | 3.2k | 93.00 |
| 2018-09-30 | $276k | 2.9k | 93.75 |
| 2018-06-30 | $266k | 3.1k | 85.53 |
| 2018-03-31 | $271k | 3.0k | 89.03 |
| 2017-12-31 | $313k | 3.2k | 98.77 |
| 2017-09-30 | $217k | 2.8k | 78.09 |
| 2016-12-31 | $201k | 2.9k | 68.98 |
| 2015-09-30 | $258k | 4.0k | 64.81 |
| 2015-06-30 | $305k | 4.3k | 70.86 |
| 2015-03-31 | $277k | 3.4k | 82.15 |
| 2014-12-31 | $432k | 5.0k | 85.83 |
| 2014-09-30 | $439k | 5.7k | 76.52 |
| 2014-06-30 | $403k | 5.4k | 75.03 |
| 2014-03-31 | $447k | 5.8k | 76.50 |
| 2013-12-31 | $431k | 5.5k | 78.76 |
| 2013-09-30 | $329k | 4.5k | 73.92 |
| 2013-06-30 | $327k | 4.4k | 74.49 |
| 2012-09-30 | $260k | 3.5k | 73.80 |
| 2012-06-30 | $252k | 3.6k | 69.72 |
| 2012-03-31 | $344k | 5.6k | 61.20 |
| 2011-12-31 | $350k | 5.9k | 59.76 |
| 2011-09-30 | $304M | 5.9k | 51900.03 |
| 2011-06-30 | $336M | 6.3k | 53140.06 |
| 2011-03-31 | $279M | 5.4k | 52050.04 |