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Wal-Mart Stores shares owned by Aspen Investment Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Aspen Investment Management from 13F filings

Historical chart of Aspen Investment Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Aspen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 15k 157.62
2023-09-30 $2.3M 15k 159.92
2023-06-30 $2.2M 14k 157.19
2023-03-31 $2.1M 14k 147.48
2022-12-31 $2.0M 14k 141.77
2022-09-30 $1.8M 14k 129.69
2022-06-30 $1.7M 14k 121.59
2022-03-31 $2.4M 16k 148.90
2021-12-31 $2.9M 20k 144.68
2021-09-30 $2.4M 17k 139.40
2021-06-30 $2.0M 14k 141.01
2021-03-31 $1.9M 14k 135.83
2020-12-31 $3.4M 24k 144.15
2020-09-30 $3.3M 24k 139.89
2020-06-30 $2.8M 23k 119.78
2020-03-31 $1.6M 14k 113.59
2019-12-31 $1.7M 14k 118.84
2019-09-30 $1.6M 14k 118.68
2019-06-30 $1.5M 13k 110.51
2019-03-31 $1.2M 13k 97.53
2018-12-31 $1.2M 13k 93.15
2018-09-30 $1.3M 14k 93.95
2018-06-30 $1.2M 14k 85.63
2018-03-31 $1.3M 14k 88.98
2017-12-31 $1.4M 14k 98.77
2017-09-30 $1.1M 14k 78.12
2017-06-30 $1.1M 14k 75.71
2017-03-31 $1.0M 14k 72.09
2016-12-31 $974k 14k 69.11
2016-09-30 $1.0M 14k 72.15
2016-06-30 $1.0M 14k 72.99
2016-03-31 $321k 4.7k 68.40
2015-12-31 $288k 4.7k 61.37
2015-09-30 $920k 14k 64.84
2015-06-30 $1.0M 15k 70.86
2015-03-31 $1.2M 15k 82.21
2014-12-31 $1.3M 15k 85.96
2014-09-30 $1.1M 15k 76.48
2014-06-30 $1.7M 22k 75.06
2014-03-31 $1.7M 22k 76.41
2013-12-31 $1.7M 22k 78.73
2013-09-30 $1.7M 22k 73.96
2013-06-30 $1.7M 22k 74.50
2012-06-30 $1.9M 28k 69.72
2011-12-31 $1.1M 19k 59.78

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Pimco Etf Tr 0-5 High Yield (HYS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Aspen Investment Management

Top funds holding Wal-Mart Stores

Vanguard Group
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Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Legal & General Group
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Charles Schwab Investment Management
Bank of New York Mellon
Fisher Investments
Wells Fargo & Company
Royal Bank of Canada
Alliancebernstein
CalPERS

View all funds holding Wal-Mart Stores