Wal-Mart Stores shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $951k | 9.2k | 103.06 |
| 2025-06-30 | $906k | 9.3k | 97.78 |
| 2025-03-31 | $820k | 9.3k | 87.79 |
| 2024-12-31 | $832k | 9.2k | 90.35 |
| 2024-09-30 | $777k | 9.6k | 80.75 |
| 2024-06-30 | $568k | 8.4k | 67.71 |
| 2024-03-31 | $577k | 9.6k | 60.17 |
| 2023-12-31 | $445k | 2.8k | 157.64 |
| 2023-09-30 | $451k | 2.8k | 159.92 |
| 2023-06-30 | $345k | 2.2k | 157.16 |
| 2023-03-31 | $322k | 2.2k | 147.47 |
| 2022-12-31 | $279k | 2.0k | 141.79 |
| 2022-09-30 | $236k | 1.8k | 129.81 |
| 2022-06-30 | $283k | 2.3k | 121.46 |
| 2022-03-31 | $346k | 2.3k | 148.82 |
| 2021-12-31 | $317k | 2.2k | 144.68 |
| 2021-09-30 | $305k | 2.2k | 139.21 |
| 2021-06-30 | $302k | 2.1k | 141.19 |
| 2021-03-31 | $290k | 2.1k | 135.90 |
| 2020-12-31 | $307k | 2.1k | 144.00 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management