Wal-Mart Stores shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Heritage Wealth 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 73k | 103.06 |
| 2025-06-30 | $7.2M | 74k | 97.78 |
| 2025-03-31 | $6.7M | 77k | 87.79 |
| 2024-12-31 | $7.2M | 79k | 90.35 |
| 2024-09-30 | $6.5M | 80k | 80.75 |
| 2024-06-30 | $5.6M | 80k | 70.04 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management