Wal-Mart Stores shares owned by Financial Perspectives
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 4.2k | 103.05 |
| 2025-06-30 | $408k | 4.2k | 97.77 |
| 2025-03-31 | $366k | 4.2k | 87.80 |
| 2024-12-31 | $410k | 4.5k | 90.35 |
| 2024-09-30 | $361k | 4.5k | 80.75 |
| 2024-06-30 | $303k | 4.5k | 67.71 |
| 2024-03-31 | $285k | 4.7k | 60.17 |
| 2023-12-31 | $249k | 1.6k | 157.66 |
| 2023-09-30 | $252k | 1.6k | 159.94 |
| 2023-06-30 | $248k | 1.6k | 157.19 |
| 2023-03-31 | $233k | 1.6k | 147.45 |
| 2022-12-31 | $224k | 1.6k | 141.79 |
| 2022-09-30 | $205k | 1.6k | 129.70 |
| 2022-06-30 | $192k | 1.6k | 121.58 |
| 2022-03-31 | $235k | 1.6k | 148.92 |
| 2021-12-31 | $228k | 1.6k | 144.69 |
| 2021-09-30 | $220k | 1.6k | 139.38 |
| 2021-06-30 | $222k | 1.6k | 141.02 |
| 2021-03-31 | $1.6M | 214k | 7.36 |
| 2020-12-31 | $227k | 1.6k | 144.15 |
| 2020-09-30 | $221k | 1.6k | 139.91 |
| 2020-06-30 | $189k | 1.6k | 119.78 |
| 2020-03-31 | $179k | 1.6k | 113.62 |
| 2019-12-31 | $187k | 1.6k | 118.84 |