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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

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Quarterly 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