Wal-Mart Stores shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 103.06 |
| 2025-06-30 | $1.2M | 13k | 97.78 |
| 2025-03-31 | $1.1M | 12k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $990k | 12k | 80.75 |
| 2024-06-30 | $811k | 12k | 67.71 |
| 2024-03-31 | $364k | 6.1k | 60.17 |
| 2023-12-31 | $321k | 2.0k | 157.64 |
| 2023-09-30 | $315k | 2.0k | 159.92 |
| 2023-06-30 | $292k | 1.9k | 157.19 |
| 2023-03-31 | $242k | 1.6k | 147.48 |
| 2022-12-31 | $232k | 1.6k | 141.83 |
| 2022-09-30 | $213k | 1.6k | 130.04 |
| 2022-06-30 | $296k | 2.4k | 121.61 |
| 2022-03-31 | $367k | 2.5k | 148.82 |
| 2021-12-31 | $368k | 2.5k | 144.88 |
| 2021-09-30 | $280k | 2.0k | 139.44 |
| 2021-06-30 | $282k | 2.0k | 140.86 |
| 2021-03-31 | $272k | 2.0k | 135.93 |
| 2020-12-31 | $243k | 1.7k | 143.87 |
| 2020-09-30 | $229k | 1.6k | 139.46 |