Wal-Mart Stores shares owned by Charter Research & Investment
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Charter Research & Investment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $852k | 8.3k | 103.06 |
| 2025-06-30 | $808k | 8.3k | 97.78 |
| 2025-03-31 | $731k | 8.3k | 87.79 |
| 2024-12-31 | $758k | 8.4k | 90.35 |
| 2024-09-30 | $679k | 8.4k | 80.75 |
| 2024-06-30 | $574k | 8.5k | 67.71 |
| 2024-03-31 | $510k | 8.5k | 60.17 |
| 2023-12-31 | $450k | 2.9k | 157.65 |
| 2023-09-30 | $456k | 2.9k | 159.93 |
| 2023-06-30 | $449k | 2.9k | 157.18 |
| 2023-03-31 | $421k | 2.9k | 147.45 |
| 2022-12-31 | $405k | 2.9k | 141.79 |
| 2022-09-30 | $370k | 2.9k | 129.64 |
| 2022-06-30 | $348k | 2.9k | 121.59 |
| 2022-03-31 | $427k | 2.9k | 149.04 |
| 2021-12-31 | $427k | 3.0k | 144.55 |
| 2021-09-30 | $391k | 2.8k | 139.34 |
| 2021-06-30 | $396k | 2.8k | 141.13 |
| 2021-03-31 | $381k | 2.8k | 135.78 |
| 2020-12-31 | $404k | 2.8k | 143.98 |
| 2020-09-30 | $393k | 2.8k | 140.06 |
| 2020-06-30 | $336k | 2.8k | 119.74 |
| 2020-03-31 | $319k | 2.8k | 113.69 |
| 2019-12-31 | $333k | 2.8k | 118.67 |
| 2019-09-30 | $303k | 2.6k | 118.54 |
| 2019-06-30 | $270k | 2.4k | 110.52 |
| 2019-03-31 | $238k | 2.4k | 97.42 |
| 2018-12-31 | $228k | 2.4k | 93.33 |
| 2018-09-30 | $229k | 2.4k | 93.74 |
| 2018-06-30 | $209k | 2.4k | 85.55 |
| 2018-03-31 | $217k | 2.4k | 88.83 |
| 2017-12-31 | $241k | 2.4k | 98.65 |
| 2015-03-31 | $201k | 2.4k | 82.28 |
| 2014-12-31 | $210k | 2.4k | 85.96 |
More positions owned by Charter Research & Investment
View all positions for Charter Research & Investment