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Wal-Mart Stores shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 6.1k 60.17
2023-12-31 $244k 1.5k 157.60
2023-09-30 $221k 1.4k 159.87
2023-03-31 $455k 3.1k 147.50
2022-09-30 $273k 2.1k 129.94
2022-06-30 $244k 2.0k 121.51
2022-03-31 $261k 1.8k 148.89