Wal-Mart Stores shares owned by Beacon Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 43k | 80.75 |
| 2024-06-30 | $2.9M | 43k | 67.71 |
| 2024-03-31 | $2.6M | 44k | 60.17 |
| 2023-12-31 | $2.3M | 15k | 157.65 |
| 2023-09-30 | $2.5M | 15k | 162.60 |
| 2023-06-30 | $2.4M | 16k | 154.29 |
| 2023-03-31 | $2.4M | 16k | 150.53 |
| 2022-12-31 | $2.3M | 16k | 142.11 |
| 2022-09-30 | $2.4M | 18k | 132.25 |
| 2022-06-30 | $2.2M | 18k | 124.35 |
| 2022-03-31 | $2.8M | 18k | 150.01 |
| 2021-12-31 | $2.7M | 19k | 144.64 |
| 2021-09-30 | $2.6M | 18k | 140.45 |
| 2021-06-30 | $2.7M | 19k | 141.89 |
| 2021-03-31 | $2.5M | 17k | 146.30 |
| 2020-12-31 | $2.5M | 17k | 146.30 |
| 2020-09-30 | $2.4M | 17k | 139.91 |
| 2020-06-30 | $2.0M | 17k | 119.05 |
| 2020-03-31 | $6.0M | 52k | 115.18 |
| 2019-12-31 | $6.2M | 53k | 118.84 |
| 2019-09-30 | $6.2M | 53k | 118.45 |
| 2019-06-30 | $5.9M | 53k | 110.49 |
| 2019-03-31 | $5.3M | 54k | 97.54 |
| 2018-12-31 | $5.1M | 56k | 92.14 |
| 2018-09-30 | $5.2M | 56k | 93.91 |
| 2018-06-30 | $4.9M | 57k | 85.66 |
| 2018-03-31 | $5.1M | 58k | 88.98 |
| 2017-12-31 | $1.8M | 19k | 98.88 |
| 2017-09-30 | $1.4M | 19k | 78.13 |
| 2017-06-30 | $1.7M | 23k | 75.92 |
| 2017-03-31 | $1.5M | 21k | 71.56 |
| 2016-12-31 | $1.3M | 19k | 69.09 |
| 2016-09-30 | $1.3M | 18k | 70.75 |
| 2016-06-30 | $1.2M | 17k | 72.48 |
| 2016-03-31 | $530k | 8.9k | 59.56 |
| 2015-12-31 | $1.0M | 17k | 61.67 |
| 2015-09-30 | $1.1M | 17k | 63.79 |
| 2015-06-30 | $1.1M | 15k | 71.41 |
| 2015-03-31 | $1.4M | 17k | 82.56 |
| 2014-12-31 | $1.5M | 17k | 86.74 |
| 2014-09-30 | $1.3M | 18k | 76.04 |
| 2014-06-30 | $1.4M | 18k | 75.37 |
| 2014-03-31 | $1.3M | 17k | 75.99 |
| 2013-12-31 | $1.3M | 16k | 78.64 |
| 2013-09-30 | $970k | 13k | 74.34 |