Wal-Mart Stores shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $10M | 103k | 97.78 |
| 2025-03-31 | $7.6M | 87k | 87.74 |
| 2024-12-31 | $4.2M | 47k | 90.35 |
| 2024-09-30 | $3.7M | 46k | 80.75 |
| 2024-03-31 | $754k | 13k | 60.17 |
| 2023-12-31 | $762k | 4.8k | 157.68 |
| 2023-09-30 | $427k | 2.7k | 159.94 |
| 2023-06-30 | $468k | 3.0k | 157.19 |
| 2023-03-31 | $484k | 3.3k | 147.51 |
| 2022-12-31 | $508k | 3.6k | 141.82 |
| 2022-09-30 | $485k | 3.7k | 129.75 |
| 2022-06-30 | $470k | 3.9k | 121.42 |
| 2022-03-31 | $603k | 4.1k | 148.74 |
| 2021-12-31 | $654k | 4.5k | 144.63 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /