Wal-Mart Stores shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 4.5k | 103.06 |
| 2025-06-30 | $425k | 4.3k | 97.77 |
| 2025-03-31 | $374k | 4.3k | 87.78 |
| 2024-12-31 | $399k | 4.4k | 90.35 |
| 2024-09-30 | $361k | 4.5k | 80.75 |
| 2024-06-30 | $314k | 4.6k | 67.71 |
| 2024-03-31 | $276k | 4.6k | 60.17 |
| 2023-09-30 | $173k | 1.1k | 159.93 |
| 2023-06-30 | $170k | 1.1k | 157.18 |
| 2023-03-31 | $142k | 963 | 147.45 |
| 2022-12-31 | $150k | 1.1k | 141.79 |
| 2022-09-30 | $130k | 1.0k | 129.22 |
| 2022-06-30 | $109k | 893 | 122.06 |
| 2022-03-31 | $142k | 952 | 149.16 |
| 2021-12-31 | $149k | 1.0k | 145.08 |
| 2021-09-30 | $143k | 1.0k | 139.24 |
| 2021-06-30 | $146k | 1.0k | 140.79 |
| 2021-03-31 | $166k | 1.2k | 136.07 |
| 2020-12-31 | $174k | 1.2k | 143.80 |
| 2020-09-30 | $192k | 1.4k | 139.74 |
| 2020-06-30 | $135k | 1.1k | 120.00 |
| 2020-03-31 | $122k | 1.1k | 113.49 |
| 2019-12-31 | $128k | 1.1k | 119.07 |