Wal-Mart Stores shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807k | 7.8k | 103.06 |
| 2025-06-30 | $779k | 8.0k | 97.77 |
| 2025-03-31 | $740k | 8.4k | 87.79 |
| 2024-12-31 | $488k | 5.4k | 90.35 |
| 2024-06-30 | $341k | 5.0k | 67.71 |
| 2024-03-31 | $269k | 4.5k | 60.17 |
| 2023-12-31 | $241k | 1.5k | 157.65 |
| 2023-09-30 | $703k | 4.4k | 159.93 |
| 2023-06-30 | $730k | 4.6k | 157.18 |
| 2023-03-31 | $217k | 1.5k | 147.45 |
| 2022-12-31 | $222k | 1.6k | 141.79 |
| 2022-09-30 | $243k | 1.9k | 129.74 |
| 2022-06-30 | $218k | 1.8k | 121.79 |
| 2022-03-31 | $405k | 2.7k | 149.06 |
| 2021-12-31 | $325k | 2.2k | 144.70 |
| 2021-09-30 | $309k | 2.2k | 139.25 |
| 2021-06-30 | $317k | 2.2k | 141.08 |
| 2021-03-31 | $306k | 2.3k | 135.76 |
| 2020-12-31 | $230k | 1.6k | 144.38 |
| 2019-06-30 | $396k | 3.6k | 110.43 |
| 2019-03-31 | $350k | 3.6k | 97.60 |
| 2018-12-31 | $4.0M | 43k | 93.15 |
| 2018-09-30 | $4.0M | 42k | 93.92 |
| 2018-06-30 | $3.7M | 43k | 85.65 |
| 2018-03-31 | $3.9M | 43k | 88.97 |
| 2017-12-31 | $4.0M | 40k | 98.75 |
| 2017-09-30 | $3.1M | 40k | 78.12 |
More positions owned by Beacon Investment Advisory Services
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