Wal-Mart Stores shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 103.06 |
| 2025-06-30 | $1.2M | 12k | 97.78 |
| 2025-03-31 | $1.0M | 12k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $937k | 12k | 80.75 |
| 2024-06-30 | $783k | 12k | 67.71 |
| 2024-03-31 | $678k | 11k | 60.17 |
| 2023-12-31 | $479k | 3.0k | 157.67 |
| 2023-09-30 | $491k | 3.1k | 159.90 |
| 2023-06-30 | $482k | 3.1k | 157.18 |
| 2023-03-31 | $460k | 3.1k | 147.46 |
| 2022-12-31 | $442k | 3.1k | 141.80 |
| 2022-09-30 | $404k | 3.1k | 129.61 |
| 2022-06-30 | $378k | 3.1k | 121.43 |
| 2022-03-31 | $462k | 3.1k | 148.89 |
| 2021-12-31 | $454k | 3.1k | 144.72 |
| 2021-09-30 | $378k | 2.7k | 139.38 |
| 2021-06-30 | $384k | 2.7k | 140.97 |
| 2021-03-31 | $370k | 2.7k | 135.83 |
| 2020-12-31 | $391k | 2.7k | 144.17 |
| 2020-09-30 | $309k | 2.2k | 140.07 |
| 2020-06-30 | $264k | 2.2k | 119.62 |
| 2020-03-31 | $242k | 2.1k | 113.62 |
| 2019-12-31 | $207k | 1.7k | 118.56 |
| 2019-09-30 | $206k | 1.7k | 118.94 |