Wal-Mart Stores shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $651k | 7.2k | 90.35 |
| 2024-09-30 | $578k | 7.2k | 80.75 |
| 2024-06-30 | $509k | 7.5k | 67.71 |
| 2024-03-31 | $1.0M | 11k | 89.46 |
| 2023-12-31 | $1.5M | 9.9k | 149.94 |
| 2023-09-30 | $1.5M | 9.9k | 150.50 |
| 2023-06-30 | $1.5M | 9.9k | 149.83 |
| 2023-03-31 | $955k | 6.5k | 147.45 |
| 2022-12-31 | $327k | 2.3k | 141.82 |
| 2022-09-30 | $298k | 2.3k | 129.90 |
| 2022-06-30 | $279k | 2.3k | 121.62 |
| 2022-03-31 | $356k | 2.4k | 148.71 |
| 2021-12-31 | $335k | 2.3k | 144.52 |
| 2021-09-30 | $341k | 2.4k | 139.58 |
| 2021-06-30 | $280k | 2.0k | 141.27 |
| 2021-03-31 | $224k | 1.7k | 135.76 |
| 2019-09-30 | $681k | 5.7k | 118.64 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management