CWM »

Wal-Mart Stores shares owned by CWM

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

Historical chart of CWM investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $121M 1.2M 103.06
2025-06-30 $93M 947k 97.78
2025-03-31 $81M 919k 87.79
2024-12-31 $84M 924k 90.35
2024-09-30 $75M 932k 80.75
2024-06-30 $62M 915k 67.71
2024-03-31 $56M 930k 60.17
2023-12-31 $49M 309k 157.65
2023-09-30 $49M 307k 159.93
2023-06-30 $48M 303k 157.18
2023-03-31 $46M 310k 147.45
2022-12-31 $43M 301k 141.79
2022-09-30 $37M 288k 129.70
2022-06-30 $33M 271k 121.58
2022-03-31 $38M 257k 148.92
2021-12-31 $36M 252k 144.69
2021-06-30 $35M 251k 141.02
2021-03-31 $35M 251k 141.02
2020-12-31 $35M 251k 141.02
2020-09-30 $35M 251k 141.02
2020-06-30 $35M 251k 141.02
2020-03-31 $35M 308k 113.62
2019-12-31 $35M 251k 141.02
2019-09-30 $35M 251k 141.02
2019-06-30 $18M 158k 110.49
2019-03-31 $35M 251k 141.02
2018-12-31 $4.6M 50k 93.15
2018-09-30 $1.4M 15k 93.88
2018-06-30 $692k 8.1k 85.60
2018-03-31 $419k 4.7k 89.07
2017-12-31 $511k 5.2k 98.67
2017-09-30 $29M 368k 78.14
2017-06-30 $30M 390k 75.68
2017-03-31 $28M 388k 72.08
2016-12-31 $28M 398k 69.12
2016-09-30 $5.1M 70k 72.12
2016-06-30 $5.0M 68k 73.01
2016-03-31 $4.7M 69k 68.49
2015-12-31 $1.1M 18k 61.27
2015-09-30 $155k 2.4k 64.77
2014-09-30 $1.1M 14k 76.45
2014-06-30 $396k 5.3k 75.09
2013-12-31 $146k 1.9k 78.49
2013-09-30 $36k 489 73.62

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores