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Wal-Mart Stores shares owned by Beach Investment Counsel

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

Historical chart of Beach Investment Counsel investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Beach Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $145k 1.8k 80.56
2024-06-30 $169k 2.5k 67.63
2023-03-31 $214k 1.5k 147.28
2022-12-31 $206k 1.5k 141.78
2022-03-31 $216k 1.5k 148.66
2021-12-31 $210k 1.5k 144.53
2021-09-30 $203k 1.5k 139.71
2021-06-30 $205k 1.5k 141.09
2020-12-31 $209k 1.5k 143.84
2020-09-30 $203k 1.5k 139.71
2012-12-31 $8.6M 125k 68.23
2012-09-30 $644k 8.7k 73.81