Wal-Mart Stores shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $910k | 5.7k | 159.93 |
| 2023-06-30 | $903k | 5.7k | 157.19 |
| 2023-03-31 | $1.2M | 8.0k | 147.44 |
| 2022-06-30 | $682k | 5.6k | 121.63 |
| 2022-03-31 | $1.1M | 7.5k | 148.90 |
| 2021-12-31 | $1.1M | 7.5k | 144.75 |
| 2021-09-30 | $1.0M | 7.5k | 139.40 |
| 2021-06-30 | $1.1M | 7.5k | 140.96 |
| 2021-03-31 | $811k | 6.0k | 135.75 |
| 2020-12-31 | $616k | 4.3k | 144.19 |
| 2020-09-30 | $606k | 4.3k | 140.02 |
| 2020-06-30 | $523k | 4.4k | 119.82 |
| 2020-03-31 | $505k | 4.4k | 113.71 |
| 2019-12-31 | $533k | 4.5k | 118.84 |
| 2019-09-30 | $545k | 4.6k | 118.66 |
| 2019-06-30 | $503k | 4.6k | 110.55 |
| 2019-03-31 | $446k | 4.6k | 97.61 |
| 2018-12-31 | $460k | 4.9k | 93.08 |
| 2018-09-30 | $480k | 5.1k | 93.99 |
| 2018-06-30 | $315k | 3.7k | 85.67 |
| 2018-03-31 | $338k | 3.8k | 88.88 |
| 2017-12-31 | $403k | 4.1k | 98.77 |