Wal-Mart Stores shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 20k | 103.06 |
| 2025-06-30 | $2.0M | 20k | 97.78 |
| 2025-03-31 | $1.8M | 21k | 87.79 |
| 2024-12-31 | $1.9M | 21k | 90.35 |
| 2024-09-30 | $1.7M | 21k | 80.75 |
| 2024-06-30 | $1.5M | 22k | 67.71 |
| 2024-03-31 | $1.2M | 19k | 60.17 |
| 2023-12-31 | $966k | 6.1k | 157.64 |
| 2023-09-30 | $984k | 6.2k | 159.92 |
| 2023-06-30 | $967k | 6.2k | 157.17 |
| 2023-03-31 | $925k | 6.3k | 147.45 |
| 2022-12-31 | $884k | 6.2k | 141.80 |
| 2022-09-30 | $800k | 6.2k | 129.66 |
| 2022-06-30 | $714k | 5.9k | 121.55 |
| 2022-03-31 | $1.1M | 7.5k | 148.97 |
| 2021-12-31 | $1.1M | 7.5k | 144.76 |
| 2021-09-30 | $1.0M | 7.5k | 139.38 |
| 2021-06-30 | $1.1M | 7.5k | 140.95 |
| 2021-03-31 | $995k | 7.3k | 135.78 |
| 2020-12-31 | $864k | 6.0k | 144.07 |
| 2020-09-30 | $620k | 4.4k | 139.86 |
| 2020-06-30 | $527k | 4.4k | 119.85 |
| 2020-03-31 | $493k | 4.3k | 113.65 |
| 2019-12-31 | $516k | 4.3k | 118.84 |
| 2019-09-30 | $510k | 4.3k | 118.66 |
| 2019-06-30 | $624k | 5.7k | 110.42 |
| 2019-03-31 | $551k | 5.6k | 97.57 |
| 2017-12-31 | $498k | 5.0k | 100.24 |
| 2017-06-30 | $442k | 5.8k | 76.14 |
| 2013-12-31 | $3.0k | 43 | 69.77 |
| 2013-09-30 | $3.0k | 43 | 69.77 |
| 2012-03-31 | $21k | 350 | 60.00 |
More positions owned by Institute For Wealth Management
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