Wal-Mart Stores shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by CWS Financial Advisors 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 CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 23k | 103.06 |
| 2025-06-30 | $2.3M | 23k | 97.78 |
| 2025-03-31 | $2.1M | 23k | 87.79 |
| 2024-12-31 | $2.1M | 23k | 90.35 |
| 2024-09-30 | $1.9M | 23k | 80.75 |
| 2024-06-30 | $1.6M | 23k | 67.71 |
| 2024-03-31 | $528k | 8.8k | 60.17 |
| 2023-12-31 | $459k | 2.9k | 157.66 |
| 2023-09-30 | $433k | 2.7k | 159.95 |
| 2023-06-30 | $425k | 2.7k | 157.21 |
| 2023-03-31 | $398k | 2.7k | 147.47 |
| 2022-12-31 | $1.3M | 9.7k | 135.80 |
| 2022-09-30 | $991k | 7.6k | 129.73 |
| 2022-06-30 | $949k | 7.8k | 121.60 |
| 2022-03-31 | $1.5M | 9.8k | 148.93 |
| 2021-12-31 | $1.4M | 9.8k | 144.65 |
| 2021-06-30 | $1.4M | 9.7k | 141.03 |
| 2021-03-31 | $1.3M | 9.7k | 135.80 |
| 2020-12-31 | $1.4M | 9.7k | 144.14 |
| 2020-09-30 | $1.3M | 9.6k | 139.91 |
| 2020-06-30 | $1.2M | 9.6k | 119.73 |
| 2020-03-31 | $560k | 4.7k | 118.82 |
| 2019-12-31 | $560k | 4.7k | 118.82 |