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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All positions including Wal-Mart Stores held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 65k | 103.06 |
| 2025-06-30 | $6.3M | 64k | 97.78 |
| 2025-03-31 | $5.7M | 65k | 87.79 |
| 2024-12-31 | $5.6M | 62k | 90.35 |
| 2024-09-30 | $5.0M | 62k | 80.75 |
| 2024-06-30 | $4.1M | 60k | 67.71 |
| 2024-03-31 | $4.2M | 70k | 60.17 |
| 2023-12-31 | $3.6M | 23k | 157.65 |
| 2023-09-30 | $3.7M | 23k | 159.93 |
| 2023-06-30 | $3.6M | 23k | 157.18 |
| 2023-03-31 | $3.4M | 23k | 147.45 |
| 2022-12-31 | $3.2M | 22k | 141.79 |
| 2022-09-30 | $2.9M | 22k | 130.44 |
| 2022-06-30 | $2.7M | 22k | 121.60 |
| 2022-03-31 | $3.3M | 22k | 148.91 |
| 2021-12-31 | $3.6M | 25k | 144.71 |
| 2021-09-30 | $3.4M | 25k | 139.37 |
| 2021-06-30 | $3.6M | 26k | 141.03 |
| 2021-03-31 | $3.6M | 27k | 135.82 |
| 2020-12-31 | $3.8M | 26k | 144.13 |
| 2020-09-30 | $3.8M | 27k | 139.91 |
| 2020-06-30 | $3.1M | 24k | 129.35 |
| 2020-03-31 | $2.6M | 23k | 113.61 |
| 2019-12-31 | $2.7M | 23k | 118.84 |
| 2019-09-30 | $2.5M | 23k | 110.48 |
| 2019-06-30 | $2.5M | 23k | 110.48 |
| 2019-03-31 | $466k | 4.8k | 97.59 |
| 2018-12-31 | $2.2M | 23k | 93.17 |
| 2018-09-30 | $2.2M | 23k | 93.91 |
| 2018-06-30 | $1.7M | 19k | 85.63 |
| 2018-03-31 | $2.1M | 24k | 88.98 |
| 2017-12-31 | $2.3M | 23k | 98.73 |
| 2017-09-30 | $1.8M | 23k | 78.12 |
| 2017-06-30 | $1.9M | 25k | 75.68 |
| 2017-03-31 | $1.8M | 25k | 72.06 |
| 2016-12-31 | $1.4M | 20k | 69.13 |
| 2016-09-30 | $1.4M | 19k | 72.12 |
| 2016-06-30 | $1.5M | 20k | 73.02 |
| 2016-03-31 | $1.3M | 19k | 68.49 |
| 2015-12-31 | $1.2M | 19k | 61.30 |
| 2015-09-30 | $874k | 14k | 64.84 |
| 2015-06-30 | $529k | 7.5k | 70.93 |
| 2015-03-31 | $512k | 6.2k | 82.25 |
| 2014-12-31 | $606k | 7.1k | 85.88 |
| 2014-09-30 | $475k | 6.2k | 76.47 |
| 2014-06-30 | $438k | 5.8k | 75.07 |
| 2014-03-31 | $446k | 5.8k | 76.43 |
| 2013-12-31 | $332k | 4.2k | 78.69 |
| 2013-09-30 | $352k | 4.8k | 73.96 |
| 2013-06-30 | $355k | 4.8k | 74.49 |