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Wal-Mart Stores shares owned by Ethic

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ethic from 13F filings

Historical chart of Ethic investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Ethic

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 141k 103.06
2025-06-30 $12M 123k 97.27
2024-12-31 $8.6M 95k 90.35
2024-09-30 $2.2M 37k 60.17
2024-03-31 $2.2M 37k 60.17
2023-09-30 $1.3M 8.0k 159.92
2023-06-30 $792k 5.0k 157.17
2023-03-31 $656k 4.4k 147.46
2022-12-31 $625k 4.4k 141.79
2022-09-30 $442k 3.4k 129.69
2022-06-30 $282k 2.3k 121.76
2022-03-31 $368k 2.5k 148.87
2021-12-31 $277k 1.9k 144.65
2021-09-30 $317k 2.3k 139.46