Wal-Mart Stores shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by First Foundation Advisors 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 First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 36k | 103.06 |
| 2025-06-30 | $2.2M | 22k | 97.78 |
| 2025-03-31 | $1.7M | 19k | 87.79 |
| 2024-12-31 | $1.9M | 21k | 90.35 |
| 2024-09-30 | $1.7M | 22k | 80.75 |
| 2024-06-30 | $1.4M | 21k | 67.71 |
| 2024-03-31 | $1.3M | 22k | 60.17 |
| 2023-12-31 | $1.1M | 7.0k | 157.66 |
| 2023-09-30 | $2.3M | 14k | 159.93 |
| 2023-06-30 | $2.2M | 14k | 157.18 |
| 2023-03-31 | $1.8M | 12k | 147.46 |
| 2022-12-31 | $1.4M | 10k | 141.79 |
| 2022-09-30 | $1.2M | 9.1k | 129.70 |
| 2022-06-30 | $1.2M | 10k | 121.59 |
| 2022-03-31 | $1.2M | 7.8k | 148.88 |
| 2021-12-31 | $1.1M | 7.8k | 144.68 |
| 2021-09-30 | $970k | 7.0k | 139.35 |
| 2021-06-30 | $859k | 6.1k | 141.07 |
| 2021-03-31 | $807k | 5.9k | 135.90 |
| 2020-12-31 | $1.3M | 9.2k | 144.15 |
| 2020-09-30 | $1.5M | 11k | 139.91 |
| 2020-06-30 | $1.3M | 11k | 119.77 |
| 2020-03-31 | $1.2M | 11k | 113.58 |
| 2019-12-31 | $730k | 6.1k | 118.85 |
| 2019-09-30 | $678k | 5.7k | 118.66 |
| 2019-06-30 | $625k | 5.7k | 110.54 |
| 2019-03-31 | $550k | 5.6k | 97.47 |
| 2018-12-31 | $584k | 6.3k | 93.14 |
| 2018-09-30 | $584k | 6.2k | 93.92 |
| 2018-06-30 | $532k | 6.2k | 85.68 |
| 2018-03-31 | $569k | 6.4k | 88.99 |
| 2017-12-31 | $553k | 5.6k | 98.71 |
| 2017-09-30 | $355k | 4.5k | 78.19 |
| 2017-06-30 | $319k | 4.2k | 75.79 |
| 2017-03-31 | $513k | 7.1k | 72.05 |
| 2016-12-31 | $640k | 9.3k | 69.10 |
| 2016-09-30 | $634k | 8.8k | 72.12 |
| 2016-06-30 | $420k | 5.8k | 73.02 |
| 2016-03-31 | $407k | 5.9k | 68.44 |
| 2015-12-31 | $360k | 5.9k | 61.31 |
| 2015-09-30 | $291k | 4.5k | 64.93 |
| 2015-06-30 | $296k | 4.2k | 70.97 |
| 2015-03-31 | $370k | 4.5k | 82.15 |
| 2014-12-31 | $303k | 3.5k | 85.88 |
| 2014-09-30 | $365k | 4.8k | 76.44 |
| 2014-06-30 | $252k | 3.4k | 75.02 |
| 2014-03-31 | $263k | 3.4k | 76.50 |
| 2013-12-31 | $339k | 4.3k | 78.58 |
| 2013-09-30 | $279k | 3.8k | 73.83 |
| 2011-12-31 | $215k | 3.6k | 59.69 |
| 2011-09-30 | $239k | 4.6k | 51.93 |
| 2011-06-30 | $245k | 4.6k | 53.24 |
| 2011-03-31 | $434k | 8.4k | 51.96 |
| 2010-12-31 | $434k | 8.1k | 53.89 |