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Wal-Mart Stores shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 16k 103.06
2025-06-30 $1.5M 16k 97.78
2025-03-31 $1.3M 15k 87.79
2024-12-31 $1.3M 14k 90.35
2024-09-30 $1.1M 14k 80.75
2024-06-30 $924k 14k 67.71
2024-03-31 $816k 14k 60.17
2023-12-31 $674k 4.3k 157.64
2023-09-30 $429k 2.7k 159.91
2023-06-30 $418k 2.7k 157.18
2023-03-31 $395k 2.7k 147.45