Wal-Mart Stores shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 2.8k | 103.06 |
| 2025-06-30 | $277k | 2.8k | 97.78 |
| 2025-03-31 | $221k | 2.5k | 87.79 |
| 2024-12-31 | $301k | 3.3k | 90.35 |
| 2024-09-30 | $263k | 3.3k | 80.75 |
| 2023-12-31 | $132k | 838 | 157.65 |
| 2023-09-30 | $134k | 838 | 159.93 |
| 2023-06-30 | $132k | 838 | 157.18 |
| 2023-03-31 | $124k | 838 | 147.45 |
| 2022-12-31 | $119k | 838 | 141.79 |
| 2022-09-30 | $109k | 838 | 130.07 |
| 2022-06-30 | $65k | 538 | 120.82 |
| 2022-03-31 | $80k | 538 | 148.70 |
| 2021-12-31 | $84k | 584 | 143.84 |
| 2021-09-30 | $81k | 584 | 138.70 |
| 2021-06-30 | $82k | 584 | 140.41 |
| 2021-03-31 | $79k | 584 | 135.27 |
| 2020-12-31 | $91k | 630 | 144.44 |
| 2020-09-30 | $88k | 630 | 139.68 |
| 2020-06-30 | $75k | 630 | 119.05 |
| 2020-03-31 | $72k | 630 | 114.29 |
| 2019-12-31 | $75k | 630 | 119.05 |
| 2019-09-30 | $75k | 630 | 119.05 |
More positions owned by Bourgeon Capital Management
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