Wal-Mart Stores shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 5.5k | 102.94 |
| 2025-06-30 | $404k | 4.6k | 87.73 |
| 2024-12-31 | $584k | 6.5k | 90.28 |
| 2024-09-30 | $375k | 4.6k | 80.68 |
| 2024-06-30 | $246k | 3.6k | 67.53 |
| 2024-03-31 | $225k | 3.7k | 60.24 |
| 2023-12-31 | $160k | 1.0k | 157.79 |
| 2023-09-30 | $151k | 946 | 159.36 |
| 2023-06-30 | $143k | 914 | 156.15 |
| 2023-03-31 | $123k | 868 | 141.71 |
| 2022-12-31 | $110k | 852 | 129.11 |
| 2022-09-30 | $111k | 852 | 130.28 |
| 2022-06-30 | $102k | 837 | 121.86 |
| 2022-03-31 | $150k | 1.0k | 148.66 |
| 2021-12-31 | $140k | 969 | 144.48 |
| 2021-09-30 | $111k | 799 | 138.92 |
| 2021-06-30 | $113k | 799 | 141.43 |
| 2021-03-31 | $84k | 622 | 135.05 |
| 2020-12-31 | $90k | 622 | 144.69 |
| 2020-09-30 | $87k | 622 | 139.87 |
| 2020-06-30 | $75k | 622 | 120.58 |
| 2020-03-31 | $95k | 840 | 113.10 |
More positions owned by Efficient Wealth Management
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