Wal-Mart Stores shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 17k | 103.06 |
| 2025-06-30 | $1.2M | 13k | 97.78 |
| 2025-03-31 | $1.0M | 12k | 87.79 |
| 2024-12-31 | $618k | 6.8k | 90.35 |
| 2024-09-30 | $457k | 5.7k | 80.75 |
| 2024-06-30 | $308k | 4.5k | 67.70 |
| 2024-03-31 | $267k | 4.4k | 60.16 |
| 2023-12-31 | $214k | 1.4k | 157.66 |
| 2023-09-30 | $201k | 1.3k | 159.94 |
More positions owned by Capital Performance Advisors
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