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Wal-Mart Stores shares owned by Birch Hill Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Birch Hill Investment Advisors from 13F filings

Historical chart of Birch Hill Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Birch Hill Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $757k 9.4k 80.75
2024-06-30 $635k 9.4k 67.71
2024-03-31 $564k 9.4k 60.17
2023-12-31 $517k 3.3k 157.65
2023-09-30 $496k 3.1k 159.93
2023-06-30 $487k 3.1k 157.18
2023-03-31 $460k 3.1k 147.45
2022-12-31 $443k 3.1k 141.79
2022-09-30 $405k 3.1k 129.77
2022-06-30 $379k 3.1k 121.44
2022-03-31 $610k 4.1k 148.82
2021-12-31 $814k 5.6k 144.74
2021-09-30 $1.0M 7.4k 139.35
2021-06-30 $1.1M 7.8k 141.04
2021-03-31 $1.2M 8.8k 135.83
2020-12-31 $1.7M 12k 144.16
2020-09-30 $1.4M 10k 139.86
2020-06-30 $1.2M 10k 119.77
2020-03-31 $1.2M 10k 113.61
2019-12-31 $1.4M 12k 118.85
2019-09-30 $1.5M 12k 118.66
2019-06-30 $1.4M 12k 110.52
2019-03-31 $1.2M 12k 97.51
2018-12-31 $1.2M 13k 93.18
2018-09-30 $1.2M 13k 93.94
2018-06-30 $1.0M 12k 85.65
2018-03-31 $664k 7.5k 88.94
2014-03-31 $315k 4.1k 76.00
2013-12-31 $521k 6.7k 78.00
2013-09-30 $495k 6.7k 74.00
2013-06-30 $592k 8.0k 74.00
2013-03-31 $607k 8.2k 74.00
2012-12-31 $599k 8.8k 68.00
2012-09-30 $681k 9.2k 74.00
2012-06-30 $644k 9.2k 70.00
2012-03-31 $589k 9.5k 62.00
2011-12-31 $582k 9.7k 60.00
2011-09-30 $488k 9.4k 51.89
2011-06-30 $521k 9.8k 53.14
2011-03-31 $552k 11k 52.05