Wal-Mart Stores shares owned by Family Wealth Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 5.8k | 103.06 |
| 2025-06-30 | $560k | 5.7k | 97.78 |
| 2024-12-31 | $596k | 6.6k | 90.35 |
| 2024-09-30 | $515k | 6.4k | 80.75 |
| 2024-06-30 | $404k | 6.0k | 67.72 |
| 2024-03-31 | $359k | 6.0k | 60.17 |
| 2023-12-31 | $311k | 2.0k | 157.63 |