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Wal-Mart Stores shares owned by Copia Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 281 103.06
2025-06-30 $28k 281 97.78
2025-03-31 $16k 186 87.79
2024-12-31 $17k 186 90.35

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Top funds holding Wal-Mart Stores

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