Wal-Mart Stores shares owned by James Investment Research
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 173k | 103.06 |
| 2025-06-30 | $18M | 184k | 97.78 |
| 2025-03-31 | $17M | 188k | 87.79 |
| 2024-12-31 | $18M | 195k | 90.35 |
| 2024-09-30 | $17M | 205k | 80.75 |
| 2024-06-30 | $14M | 208k | 67.71 |
| 2024-03-31 | $13M | 215k | 60.17 |
| 2023-12-31 | $12M | 74k | 157.65 |
| 2023-09-30 | $12M | 77k | 159.93 |
| 2023-06-30 | $12M | 77k | 157.18 |
| 2023-03-31 | $12M | 78k | 147.45 |
| 2022-12-31 | $11M | 79k | 141.78 |
| 2022-09-30 | $11M | 83k | 129.70 |
| 2022-06-30 | $11M | 94k | 121.58 |
| 2022-03-31 | $14M | 96k | 148.92 |
| 2021-12-31 | $17M | 117k | 144.69 |
| 2021-09-30 | $17M | 121k | 139.38 |
| 2021-06-30 | $17M | 122k | 141.02 |
| 2021-03-31 | $17M | 123k | 135.83 |
| 2020-12-31 | $23M | 159k | 144.15 |
| 2020-09-30 | $26M | 184k | 139.91 |
| 2020-06-30 | $24M | 200k | 119.78 |
| 2020-03-31 | $25M | 222k | 113.62 |
| 2019-12-31 | $34M | 288k | 118.84 |
| 2019-09-30 | $36M | 301k | 118.68 |
| 2019-06-30 | $38M | 345k | 110.49 |
| 2019-03-31 | $33M | 341k | 97.53 |
| 2018-12-31 | $28M | 298k | 93.15 |
| 2018-09-30 | $31M | 328k | 93.91 |
| 2018-06-30 | $27M | 317k | 85.65 |
| 2018-03-31 | $30M | 336k | 88.97 |
| 2017-12-31 | $32M | 320k | 98.75 |
| 2017-09-30 | $26M | 329k | 78.14 |
| 2017-06-30 | $19M | 253k | 75.68 |
| 2017-03-31 | $17M | 241k | 72.08 |
| 2016-12-31 | $22M | 312k | 69.12 |
| 2016-09-30 | $34M | 472k | 72.12 |
| 2016-06-30 | $19M | 261k | 73.02 |
| 2016-03-31 | $31k | 450 | 68.89 |
| 2015-12-31 | $28k | 450 | 62.22 |
| 2015-09-30 | $61k | 950 | 64.00 |
| 2015-06-30 | $216k | 3.0k | 70.91 |
| 2015-03-31 | $460k | 5.6k | 82.25 |
| 2014-12-31 | $242k | 2.8k | 85.73 |
| 2014-09-30 | $78k | 1.0k | 77.06 |
| 2014-06-30 | $72k | 950 | 76.00 |
| 2014-03-31 | $315k | 4.1k | 76.36 |
| 2013-12-31 | $6.7M | 86k | 78.69 |
| 2013-09-30 | $6.4M | 86k | 73.96 |
| 2013-06-30 | $8.0M | 107k | 74.49 |
| 2013-03-31 | $9.2M | 123k | 74.83 |
| 2012-12-31 | $9.5M | 140k | 68.23 |
| 2012-09-30 | $7.3M | 99k | 73.80 |
| 2012-06-30 | $1.5M | 21k | 69.70 |