Wal-Mart Stores shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98k | 946 | 103.04 |
| 2025-06-30 | $93k | 946 | 97.77 |
| 2025-03-31 | $83k | 944 | 87.77 |
| 2024-12-31 | $19k | 207 | 90.26 |
| 2024-09-30 | $17k | 204 | 80.91 |
| 2024-06-30 | $14k | 204 | 67.84 |
| 2024-03-31 | $15k | 204 | 74.45 |
| 2023-12-31 | $11k | 68 | 157.96 |
| 2023-09-30 | $15k | 91 | 159.16 |
| 2023-06-30 | $12k | 78 | 157.59 |
| 2023-03-31 | $12k | 83 | 147.29 |
| 2022-12-31 | $9.7k | 68 | 141.93 |
| 2022-09-30 | $9.0k | 68 | 132.35 |
| 2022-06-30 | $8.0k | 68 | 117.65 |
| 2022-03-31 | $10k | 68 | 147.06 |
| 2021-12-31 | $10k | 68 | 147.06 |
| 2021-09-30 | $9.0k | 68 | 132.35 |
| 2021-06-30 | $10k | 68 | 147.06 |
| 2021-03-31 | $21k | 155 | 135.48 |
| 2020-12-31 | $24k | 170 | 141.18 |
| 2020-09-30 | $25k | 182 | 137.36 |
| 2020-06-30 | $19k | 158 | 120.25 |
| 2020-03-31 | $7.6k | 67 | 114.13 |
| 2019-12-31 | $7.0k | 67 | 104.48 |
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