Wal-Mart Stores shares owned by Jacobsen Capital Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Jacobsen Capital Management
from 13F filings
Historical chart of Jacobsen Capital Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Jacobsen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 9.6k | 103.06 |
| 2025-06-30 | $940k | 9.6k | 97.78 |
| 2025-03-31 | $742k | 8.5k | 87.79 |
| 2024-12-31 | $758k | 8.4k | 90.35 |
| 2024-09-30 | $678k | 8.4k | 80.75 |
| 2024-06-30 | $550k | 8.1k | 67.71 |
| 2024-03-31 | $481k | 8.0k | 60.17 |
| 2023-12-31 | $418k | 2.6k | 157.65 |
| 2023-09-30 | $429k | 2.7k | 159.93 |
| 2023-06-30 | $420k | 2.7k | 157.18 |
| 2023-03-31 | $319k | 2.2k | 147.45 |
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