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
Download as csvQuarterly 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 |
More positions owned by Cherry Tree Wealth Management
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