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Wal-Mart Stores shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 3.4k 103.07
2025-06-30 $350k 3.6k 97.79
2025-03-31 $322k 3.7k 87.80
2024-12-31 $366k 4.0k 90.36
2024-09-30 $327k 4.0k 80.76
2024-06-30 $274k 4.0k 67.72
2024-03-31 $243k 4.0k 60.17
2023-12-31 $209k 1.3k 157.66
2023-09-30 $212k 1.3k 159.94
2023-06-30 $208k 1.3k 157.19