Wal-Mart Stores shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 37k | 103.06 |
| 2025-06-30 | $3.6M | 37k | 97.27 |
| 2025-03-31 | $3.2M | 37k | 87.79 |
| 2024-12-31 | $3.3M | 37k | 90.35 |
| 2024-09-30 | $2.9M | 36k | 80.75 |
| 2024-06-30 | $2.4M | 36k | 67.71 |
| 2024-03-31 | $2.2M | 36k | 60.17 |
| 2023-09-30 | $1.9M | 12k | 159.93 |
| 2023-06-30 | $1.9M | 12k | 157.18 |
| 2023-03-31 | $1.8M | 12k | 147.45 |
| 2022-12-31 | $1.7M | 12k | 141.79 |
More positions owned by Beacon Investment Advisors
View all positions for Beacon Investment Advisors