Wal-Mart Stores shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 173k | 80.75 |
| 2024-06-30 | $11M | 164k | 67.71 |
| 2024-03-31 | $8.9M | 148k | 60.17 |
| 2023-12-31 | $7.5M | 48k | 157.65 |
| 2023-09-30 | $6.9M | 43k | 159.93 |
| 2023-06-30 | $6.9M | 5.5M | 1.24 |
| 2023-03-31 | $1.2M | 7.3k | 163.16 |
| 2022-12-31 | $3.7M | 26k | 141.79 |
| 2022-09-30 | $3.3M | 25k | 129.70 |
| 2022-06-30 | $3.5M | 29k | 121.58 |
| 2022-03-31 | $4.0M | 27k | 148.93 |
| 2021-12-31 | $3.8M | 26k | 144.70 |
| 2021-09-30 | $3.2M | 520k | 6.08 |
| 2021-06-30 | $3.5M | 25k | 141.03 |
| 2021-03-31 | $3.2M | 23k | 135.85 |
| 2020-12-31 | $3.2M | 22k | 144.13 |
| 2020-09-30 | $3.1M | 22k | 139.92 |
| 2020-06-30 | $2.6M | 22k | 119.80 |
| 2020-03-31 | $2.6M | 23k | 113.63 |
| 2019-09-30 | $1.2M | 10k | 118.69 |
| 2019-06-30 | $1.1M | 10k | 110.54 |
| 2018-12-31 | $347k | 3.7k | 93.13 |
| 2018-09-30 | $335k | 3.6k | 93.89 |
| 2012-09-30 | $243k | 3.3k | 73.66 |