Wal-Mart Stores shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 5.8k | 103.06 |
| 2025-06-30 | $565k | 5.8k | 97.78 |
| 2025-03-31 | $557k | 6.3k | 87.97 |
| 2024-12-31 | $573k | 6.3k | 90.52 |
| 2024-09-30 | $511k | 6.3k | 80.75 |
| 2024-06-30 | $445k | 6.6k | 67.71 |
| 2024-03-31 | $376k | 6.2k | 60.34 |
| 2023-12-31 | $330k | 2.1k | 158.10 |
| 2023-09-30 | $331k | 2.1k | 159.93 |
| 2023-06-30 | $324k | 2.1k | 157.18 |
| 2023-03-31 | $299k | 2.0k | 147.97 |
| 2022-12-31 | $284k | 2.0k | 142.29 |
| 2022-09-30 | $249k | 1.9k | 129.89 |
| 2022-06-30 | $197k | 1.6k | 121.83 |
| 2022-03-31 | $296k | 2.0k | 148.74 |
| 2021-12-31 | $292k | 2.0k | 144.55 |
| 2021-09-30 | $235k | 1.7k | 139.47 |
| 2021-06-30 | $733k | 5.2k | 141.02 |
| 2021-03-31 | $713k | 5.2k | 135.86 |
| 2020-12-31 | $741k | 5.1k | 144.14 |
| 2020-09-30 | $703k | 5.0k | 139.96 |
| 2020-06-30 | $602k | 5.0k | 119.85 |