Wal-Mart Stores shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Heritage Family Offices 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 Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $723k | 7.0k | 103.06 |
| 2025-06-30 | $545k | 6.4k | 85.15 |
| 2025-03-31 | $562k | 6.4k | 87.79 |
| 2024-12-31 | $579k | 6.4k | 90.35 |
| 2024-09-30 | $493k | 6.1k | 80.75 |