Wal-Mart Stores shares owned by Capital Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $469k | 4.2k | 111.38 |
| 2025-09-30 | $434k | 4.2k | 103.06 |
| 2025-06-30 | $412k | 4.2k | 97.89 |
| 2025-03-31 | $371k | 4.2k | 87.89 |
| 2024-12-31 | $375k | 4.2k | 90.23 |
| 2024-09-30 | $333k | 4.1k | 80.77 |
| 2024-06-30 | $261k | 3.8k | 67.81 |
| 2024-03-31 | $226k | 3.8k | 60.25 |
| 2023-12-31 | $186k | 1.2k | 157.36 |
| 2023-09-30 | $189k | 1.2k | 159.90 |
| 2023-06-30 | $186k | 1.2k | 157.36 |
| 2023-03-31 | $106k | 722 | 146.81 |
| 2022-12-31 | $121k | 1.2k | 105.13 |
| 2022-09-30 | $245k | 1.9k | 129.49 |
| 2022-06-30 | $215k | 1.8k | 121.40 |
| 2022-03-31 | $271k | 1.8k | 148.90 |
| 2021-12-31 | $258k | 1.8k | 144.86 |
| 2021-09-30 | $232k | 1.7k | 139.09 |
| 2021-06-30 | $235k | 1.7k | 140.89 |
| 2021-03-31 | $81k | 593 | 136.59 |
| 2020-12-31 | $85k | 593 | 143.34 |
| 2020-09-30 | $111k | 793 | 139.97 |
| 2020-06-30 | $126k | 1.1k | 119.43 |
| 2020-03-31 | $120k | 1.1k | 113.74 |
| 2019-12-31 | $125k | 1.1k | 118.48 |
| 2019-09-30 | $78k | 655 | 119.08 |
| 2019-06-30 | $72k | 655 | 109.92 |
| 2019-03-31 | $64k | 655 | 97.71 |
| 2018-12-31 | $61k | 655 | 93.13 |
| 2018-09-30 | $62k | 655 | 94.66 |
| 2015-06-30 | $27k | 386 | 69.95 |