Wal-Mart Stores shares owned by Carson Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 11k | 103.06 |
| 2025-06-30 | $1.1M | 11k | 97.78 |
| 2025-03-31 | $930k | 11k | 87.79 |
| 2024-12-31 | $951k | 11k | 90.35 |
| 2024-09-30 | $851k | 11k | 80.75 |
| 2024-06-30 | $739k | 11k | 67.71 |
| 2024-03-31 | $610k | 10k | 60.17 |
| 2023-12-31 | $522k | 3.3k | 157.65 |
| 2023-09-30 | $529k | 3.3k | 159.93 |
| 2023-06-30 | $1.1M | 14k | 79.09 |
| 2023-03-31 | $480k | 3.3k | 147.44 |
| 2022-12-31 | $446k | 3.1k | 141.79 |
| 2022-09-30 | $380k | 2.9k | 129.60 |
| 2022-06-30 | $320k | 2.6k | 121.63 |
| 2022-03-31 | $397k | 2.7k | 148.86 |
| 2021-12-31 | $368k | 2.5k | 144.82 |