Wal-Mart Stores shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 59k | 103.06 |
| 2025-06-30 | $5.8M | 60k | 97.78 |
| 2025-03-31 | $5.4M | 61k | 87.79 |
| 2024-12-31 | $5.8M | 64k | 90.35 |
| 2024-09-30 | $5.2M | 65k | 80.75 |
| 2024-06-30 | $4.5M | 67k | 67.71 |
| 2024-03-31 | $2.2M | 36k | 60.17 |
| 2023-12-31 | $1.6M | 9.9k | 157.65 |
| 2023-09-30 | $1.6M | 9.9k | 159.93 |
| 2023-06-30 | $1.5M | 9.5k | 157.18 |
| 2023-03-31 | $1.3M | 8.7k | 147.45 |
| 2022-12-31 | $1.2M | 8.4k | 141.79 |