Wal-Mart Stores shares owned by Caldwell Trust
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $13M | 105k | 124.28 |
| 2025-12-31 | $12M | 106k | 111.41 |
| 2025-09-30 | $11M | 110k | 103.06 |
| 2021-12-31 | $6.4M | 44k | 144.69 |
| 2021-09-30 | $6.2M | 45k | 139.38 |
| 2021-06-30 | $6.1M | 43k | 141.02 |
| 2021-03-31 | $5.9M | 43k | 135.83 |
| 2020-12-31 | $6.0M | 42k | 144.15 |
| 2020-09-30 | $5.9M | 42k | 139.91 |
| 2020-06-30 | $5.1M | 43k | 119.78 |
| 2020-03-31 | $4.7M | 41k | 113.62 |
| 2019-12-31 | $4.7M | 40k | 118.84 |