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
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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 |
|---|---|---|---|
| 2024-06-30 | $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 |