Wal-Mart Stores shares owned by Ballast Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $687k | 6.7k | 103.06 |
| 2025-06-30 | $649k | 6.6k | 97.78 |
| 2025-03-31 | $583k | 6.6k | 87.79 |
| 2024-12-31 | $610k | 6.7k | 90.35 |
| 2024-09-30 | $525k | 6.5k | 80.75 |
| 2024-06-30 | $440k | 6.5k | 67.71 |
| 2024-03-31 | $404k | 6.7k | 60.17 |
| 2023-12-31 | $345k | 2.2k | 157.65 |
| 2023-09-30 | $360k | 2.2k | 159.93 |
| 2023-06-30 | $383k | 2.4k | 157.19 |
| 2023-03-31 | $364k | 2.5k | 147.48 |
| 2022-12-31 | $321k | 2.3k | 141.80 |
| 2022-09-30 | $293k | 2.3k | 129.53 |
| 2022-06-30 | $275k | 2.3k | 121.57 |
| 2022-03-31 | $364k | 2.4k | 149.06 |
| 2021-12-31 | $382k | 2.6k | 144.59 |
| 2021-09-30 | $357k | 2.6k | 139.24 |
| 2021-06-30 | $327k | 2.3k | 141.07 |
| 2021-03-31 | $315k | 2.3k | 135.95 |
| 2020-12-31 | $281k | 2.0k | 144.10 |
| 2020-09-30 | $273k | 2.0k | 140.00 |
| 2020-06-30 | $234k | 2.0k | 120.00 |
| 2020-03-31 | $176k | 1.5k | 113.62 |