Wal-Mart Stores shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 103.06 |
| 2025-06-30 | $1.4M | 15k | 97.78 |
| 2025-03-31 | $1.2M | 14k | 87.79 |
| 2024-12-31 | $1.3M | 14k | 90.35 |
| 2024-09-30 | $1.1M | 13k | 80.75 |
| 2024-06-30 | $892k | 13k | 67.71 |
| 2024-03-31 | $781k | 13k | 60.17 |
| 2023-12-31 | $579k | 3.7k | 157.65 |
| 2023-09-30 | $600k | 3.7k | 159.93 |
| 2023-06-30 | $581k | 3.7k | 154.85 |
| 2023-03-31 | $551k | 3.7k | 147.46 |
| 2022-12-31 | $530k | 3.7k | 141.78 |
| 2022-09-30 | $475k | 3.7k | 128.52 |
| 2022-06-30 | $448k | 3.7k | 121.48 |
| 2022-03-31 | $491k | 3.3k | 148.79 |
| 2021-12-31 | $491k | 3.4k | 144.67 |
| 2021-09-30 | $452k | 3.2k | 139.33 |
| 2021-06-30 | $648k | 4.6k | 140.99 |
| 2021-03-31 | $722k | 5.3k | 135.74 |
| 2020-12-31 | $725k | 5.0k | 144.11 |
| 2020-09-30 | $658k | 4.7k | 139.88 |
| 2020-06-30 | $3.5M | 30k | 119.79 |
| 2020-03-31 | $3.4M | 30k | 113.63 |
| 2019-12-31 | $3.5M | 30k | 118.83 |
| 2019-09-30 | $3.5M | 30k | 118.67 |
| 2019-06-30 | $3.3M | 30k | 110.48 |
| 2019-03-31 | $2.8M | 29k | 97.52 |
| 2018-12-31 | $2.6M | 28k | 93.16 |
| 2018-09-30 | $2.7M | 29k | 93.91 |
| 2018-06-30 | $2.5M | 29k | 85.67 |
| 2018-03-31 | $2.4M | 27k | 88.96 |
| 2017-12-31 | $2.7M | 27k | 98.75 |