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Wal-Mart Stores shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 716 103.08
2025-06-30 $70k 716 97.80
2025-03-31 $59k 671 87.79
2024-12-31 $68k 750 90.35
2024-09-30 $61k 750 80.75
2024-06-30 $10k 150 67.71
2024-03-31 $9.0k 150 60.17
2023-12-31 $7.9k 50 157.66
2023-09-30 $8.0k 50 159.94
2023-06-30 $7.9k 50 157.18
2023-03-31 $7.4k 50 147.46