Wal-Mart Stores shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 35k | 101.70 |
| 2025-06-30 | $3.4M | 35k | 97.78 |
| 2025-03-31 | $3.0M | 35k | 87.79 |
| 2024-12-31 | $3.1M | 35k | 90.35 |
| 2024-09-30 | $2.8M | 35k | 80.75 |
| 2024-06-30 | $2.3M | 35k | 67.71 |
| 2024-03-31 | $2.1M | 35k | 60.17 |
| 2023-12-31 | $1.8M | 12k | 157.65 |
| 2023-09-30 | $1.7M | 11k | 159.93 |
| 2023-06-30 | $1.7M | 11k | 157.18 |
| 2023-03-31 | $1.6M | 11k | 148.01 |
| 2022-12-31 | $1.5M | 11k | 142.34 |
| 2022-09-30 | $1.4M | 11k | 129.69 |
| 2022-06-30 | $1.3M | 11k | 121.60 |
| 2022-03-31 | $1.7M | 12k | 148.90 |
| 2021-12-31 | $1.7M | 12k | 144.66 |
| 2021-09-30 | $1.6M | 12k | 139.41 |
| 2021-06-30 | $1.7M | 12k | 141.03 |
| 2021-03-31 | $1.6M | 12k | 135.80 |
| 2020-12-31 | $1.8M | 12k | 144.15 |
| 2020-09-30 | $1.6M | 12k | 139.96 |
| 2020-06-30 | $1.4M | 11k | 119.71 |
| 2020-03-31 | $1.3M | 11k | 113.63 |
| 2019-12-31 | $1.4M | 12k | 118.82 |
| 2019-09-30 | $1.4M | 11k | 118.66 |
| 2019-06-30 | $1.2M | 11k | 110.47 |
| 2019-03-31 | $1.1M | 11k | 96.77 |
| 2018-12-31 | $1.0M | 11k | 92.88 |
| 2018-09-30 | $1.1M | 12k | 97.56 |
| 2018-06-30 | $1.0M | 12k | 85.47 |
| 2018-03-31 | $1.0M | 12k | 88.70 |
| 2017-12-31 | $1.1M | 11k | 98.45 |
| 2017-09-30 | $817k | 11k | 77.95 |
| 2017-06-30 | $1.2M | 16k | 75.53 |
| 2017-03-31 | $1.2M | 17k | 71.94 |
| 2016-12-31 | $1.3M | 19k | 69.11 |