Wal-Mart Stores shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 262k | 103.06 |
| 2025-06-30 | $26M | 261k | 97.78 |
| 2025-03-31 | $25M | 289k | 87.79 |
| 2024-12-31 | $25M | 274k | 90.35 |
| 2024-09-30 | $22M | 270k | 80.75 |
| 2024-06-30 | $18M | 264k | 67.71 |
| 2024-03-31 | $13M | 220k | 60.17 |
| 2023-12-31 | $13M | 84k | 157.65 |
| 2023-09-30 | $10M | 63k | 159.93 |
| 2023-06-30 | $5.0M | 32k | 157.18 |
| 2023-03-31 | $3.0M | 21k | 147.46 |
| 2022-12-31 | $2.7M | 19k | 141.84 |
| 2022-09-30 | $2.0M | 15k | 129.67 |
| 2022-06-30 | $1.5M | 12k | 121.63 |
| 2022-03-31 | $1.8M | 12k | 148.95 |
| 2021-12-31 | $1.8M | 12k | 144.75 |