Wal-Mart Stores shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 27k | 103.05 |
| 2025-06-30 | $2.8M | 29k | 97.79 |
| 2025-03-31 | $2.8M | 33k | 87.79 |
| 2024-12-31 | $3.1M | 34k | 90.35 |
| 2024-09-30 | $2.8M | 35k | 80.75 |
| 2024-03-31 | $2.6M | 43k | 60.17 |
| 2023-12-31 | $2.5M | 16k | 157.65 |
| 2023-09-30 | $2.5M | 16k | 159.92 |
| 2023-06-30 | $4.8M | 30k | 158.34 |
| 2023-03-31 | $2.4M | 16k | 147.45 |
| 2022-12-31 | $1.7M | 12k | 141.79 |
More positions owned by Beverly Hills Private Wealth
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