Wal-Mart Stores shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 9.9k | 103.06 |
| 2025-06-30 | $998k | 10k | 97.78 |
| 2025-03-31 | $897k | 10k | 88.02 |
| 2024-12-31 | $914k | 10k | 90.55 |
| 2024-09-30 | $838k | 10k | 80.75 |
| 2024-06-30 | $712k | 11k | 67.71 |
| 2024-03-31 | $631k | 11k | 60.37 |
| 2023-12-31 | $586k | 3.7k | 158.19 |
| 2023-09-30 | $510k | 3.2k | 159.95 |
| 2023-06-30 | $513k | 3.3k | 157.18 |
| 2023-03-31 | $490k | 3.3k | 148.03 |
| 2022-12-31 | $495k | 3.5k | 142.33 |
| 2022-09-30 | $526k | 4.1k | 129.59 |
| 2022-06-30 | $400k | 3.3k | 121.69 |