Wal-Mart Stores shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 58k | 103.06 |
| 2025-06-30 | $5.6M | 58k | 97.78 |
| 2025-03-31 | $5.0M | 57k | 87.79 |
| 2024-12-31 | $5.0M | 55k | 90.35 |
| 2024-09-30 | $4.5M | 55k | 80.75 |
| 2024-06-30 | $3.7M | 55k | 67.71 |
| 2024-03-31 | $3.3M | 55k | 60.17 |
| 2023-12-31 | $3.0M | 19k | 157.66 |
| 2023-06-30 | $3.0M | 19k | 157.19 |
| 2023-03-31 | $2.8M | 19k | 147.45 |
| 2022-12-31 | $2.7M | 19k | 141.79 |
| 2022-09-30 | $2.4M | 19k | 129.67 |
| 2022-06-30 | $2.3M | 19k | 121.59 |
| 2022-03-31 | $2.7M | 18k | 148.94 |
| 2021-12-31 | $2.4M | 18k | 137.89 |
| 2021-09-30 | $2.1M | 15k | 139.39 |
| 2020-09-30 | $1.8M | 13k | 144.23 |
| 2020-06-30 | $1.7M | 13k | 129.27 |
| 2020-03-31 | $1.6M | 13k | 123.50 |
| 2019-12-31 | $1.5M | 13k | 115.08 |
| 2019-09-30 | $1.5M | 13k | 117.83 |
| 2019-06-30 | $1.4M | 13k | 110.46 |
| 2019-03-31 | $1.2M | 13k | 97.56 |
| 2018-12-31 | $3.1M | 34k | 93.14 |
| 2018-09-30 | $1.2M | 12k | 100.31 |
| 2018-06-30 | $997k | 12k | 85.68 |
| 2018-03-31 | $933k | 11k | 86.89 |
| 2017-12-31 | $1.0M | 10k | 98.74 |
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