Capstone Wealth Management Group »

Wal-Mart Stores shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 9.8k 111.41
2025-09-30 $1.0M 10k 103.06
2025-06-30 $967k 9.9k 97.78
2025-03-31 $953k 11k 87.79
2024-12-31 $987k 11k 90.35