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

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Quarterly reported holdings in Wal-Mart Stores by Ballast Advisors

Quarter filed Position value Share count Share price at filing
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