Wal-Mart Stores shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 221k | 80.75 |
| 2024-06-30 | $15M | 221k | 67.71 |
| 2024-03-31 | $13M | 223k | 60.17 |
| 2023-12-31 | $12M | 75k | 157.65 |
| 2023-09-30 | $12M | 76k | 159.93 |
| 2023-06-30 | $12M | 77k | 157.18 |
| 2023-03-31 | $11M | 75k | 147.25 |
| 2022-12-31 | $11M | 78k | 140.98 |
| 2022-09-30 | $11M | 87k | 131.01 |
| 2022-06-30 | $10M | 85k | 121.58 |
| 2022-03-31 | $13M | 85k | 148.92 |
| 2021-12-31 | $12M | 84k | 144.69 |
| 2021-09-30 | $12M | 83k | 139.38 |
| 2021-06-30 | $11M | 79k | 140.94 |
| 2021-03-31 | $11M | 77k | 135.83 |
| 2020-12-31 | $8.4M | 59k | 143.74 |
| 2020-09-30 | $9.0M | 64k | 139.92 |
| 2020-06-30 | $7.6M | 64k | 119.77 |
| 2020-03-31 | $7.5M | 65k | 115.43 |
| 2019-12-31 | $7.6M | 64k | 118.36 |
| 2019-09-30 | $7.6M | 64k | 118.67 |
| 2019-06-30 | $7.3M | 66k | 110.70 |
| 2019-03-31 | $6.4M | 66k | 97.58 |
| 2018-12-31 | $6.2M | 66k | 93.16 |
| 2018-09-30 | $648k | 6.9k | 93.85 |
| 2018-06-30 | $591k | 6.9k | 85.59 |
| 2018-03-31 | $81k | 905 | 89.50 |
| 2017-12-31 | $87k | 880 | 98.86 |
| 2017-09-30 | $31k | 390 | 79.49 |
| 2017-06-30 | $29k | 390 | 74.36 |
| 2017-03-31 | $28k | 390 | 71.79 |
| 2016-12-31 | $27k | 390 | 69.23 |
| 2016-09-30 | $28k | 390 | 71.79 |
| 2016-06-30 | $28k | 390 | 71.79 |
| 2016-03-31 | $8.3M | 121k | 68.49 |
| 2015-12-31 | $8.0M | 130k | 61.50 |
| 2015-09-30 | $8.7M | 135k | 64.38 |
| 2015-06-30 | $9.2M | 129k | 70.90 |
| 2015-03-31 | $3.0k | 40 | 75.00 |
| 2014-12-31 | $8.0k | 88 | 90.91 |
| 2014-09-30 | $7.0k | 88 | 79.55 |
| 2014-06-30 | $9.0k | 120 | 75.00 |
| 2014-03-31 | $10k | 130 | 76.92 |
| 2013-12-31 | $186k | 2.4k | 78.48 |
| 2013-09-30 | $175k | 2.4k | 73.84 |
| 2013-06-30 | $175k | 2.3k | 75.11 |