Wal-Mart Stores shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $138k | 1.4k | 97.79 |
| 2025-03-31 | $172k | 2.0k | 87.78 |
| 2024-12-31 | $131k | 1.5k | 90.33 |
| 2024-09-30 | $96k | 1.2k | 80.73 |
| 2024-06-30 | $83k | 1.2k | 67.69 |
| 2024-03-31 | $72k | 1.2k | 60.16 |
| 2023-12-31 | $101k | 640 | 157.60 |
| 2023-09-30 | $50k | 310 | 159.82 |
| 2023-06-30 | $49k | 309 | 157.34 |
| 2023-03-31 | $46k | 308 | 147.58 |