Wal-Mart Stores shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 320k | 103.06 |
| 2025-06-30 | $43M | 440k | 97.78 |
| 2025-03-31 | $41M | 468k | 87.79 |
| 2024-12-31 | $41M | 456k | 90.35 |
| 2024-09-30 | $39M | 479k | 80.75 |
| 2024-06-30 | $34M | 502k | 67.71 |
| 2024-03-31 | $33M | 548k | 60.17 |
| 2023-12-31 | $28M | 180k | 157.65 |
| 2023-09-30 | $34M | 213k | 159.93 |
| 2023-06-30 | $27M | 170k | 157.18 |
| 2023-03-31 | $26M | 178k | 147.45 |
| 2022-12-31 | $25M | 179k | 141.79 |
| 2022-09-30 | $22M | 170k | 129.67 |
| 2022-06-30 | $22M | 178k | 121.51 |
| 2022-03-31 | $29M | 194k | 148.92 |
| 2021-12-31 | $12M | 85k | 144.69 |
| 2021-09-30 | $16M | 117k | 139.38 |
| 2021-06-30 | $7.7M | 55k | 141.02 |
| 2021-03-31 | $3.5M | 26k | 135.75 |
| 2020-12-31 | $3.9M | 27k | 144.06 |
| 2020-09-30 | $3.0M | 21k | 139.94 |
| 2020-06-30 | $2.8M | 23k | 119.89 |
| 2020-03-31 | $1.6M | 14k | 113.54 |
| 2019-12-31 | $870k | 7.3k | 118.93 |
| 2019-09-30 | $699k | 5.9k | 118.37 |
| 2019-06-30 | $682k | 6.2k | 110.30 |
| 2019-03-31 | $3.4M | 34k | 97.55 |
| 2018-12-31 | $591k | 6.3k | 93.32 |