Wal-Mart Stores shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 19k | 103.06 |
| 2025-06-30 | $1.6M | 17k | 97.78 |
| 2025-03-31 | $1.4M | 16k | 87.79 |
| 2024-12-31 | $1.5M | 17k | 90.35 |
| 2024-09-30 | $1.0M | 13k | 80.75 |
| 2024-06-30 | $880k | 13k | 67.71 |
| 2024-03-31 | $757k | 13k | 60.17 |
| 2023-12-31 | $421k | 2.7k | 157.62 |
| 2023-09-30 | $410k | 2.6k | 159.90 |
| 2023-06-30 | $349k | 2.2k | 157.17 |
| 2023-03-31 | $321k | 2.2k | 147.47 |
| 2022-12-31 | $306k | 2.2k | 141.80 |
More positions owned by Beaumont Financial Advisors
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