Wal-Mart Stores shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 33k | 103.06 |
| 2025-06-30 | $3.1M | 32k | 97.78 |
| 2025-03-31 | $2.8M | 32k | 87.79 |
| 2024-12-31 | $3.2M | 35k | 90.35 |
| 2024-09-30 | $2.8M | 35k | 80.75 |
| 2024-06-30 | $929k | 14k | 67.71 |
| 2024-03-31 | $846k | 14k | 60.17 |
| 2023-12-31 | $723k | 4.6k | 157.66 |
| 2023-09-30 | $759k | 4.7k | 159.94 |
| 2023-06-30 | $747k | 4.8k | 157.17 |
| 2023-03-31 | $718k | 4.9k | 147.46 |
| 2022-12-31 | $704k | 5.0k | 141.80 |
| 2022-09-30 | $632k | 4.9k | 129.61 |
| 2022-06-30 | $554k | 4.6k | 121.65 |
| 2022-03-31 | $689k | 4.6k | 149.04 |
| 2021-12-31 | $690k | 4.8k | 144.59 |
| 2021-09-30 | $586k | 4.2k | 139.36 |
| 2021-06-30 | $522k | 3.7k | 141.00 |
| 2021-03-31 | $503k | 3.7k | 135.87 |
| 2020-12-31 | $548k | 3.8k | 144.10 |
| 2020-09-30 | $535k | 3.8k | 139.94 |
| 2020-06-30 | $527k | 4.4k | 119.69 |
| 2020-03-31 | $500k | 4.4k | 113.56 |
| 2019-12-31 | $1.1M | 9.4k | 118.88 |
| 2019-09-30 | $1.1M | 9.4k | 118.71 |
| 2019-06-30 | $1.1M | 9.5k | 110.54 |
| 2019-03-31 | $930k | 9.5k | 97.54 |
| 2018-12-31 | $897k | 9.6k | 93.10 |
| 2018-09-30 | $1.0M | 11k | 93.95 |
| 2018-06-30 | $920k | 11k | 85.67 |
| 2018-03-31 | $923k | 10k | 88.98 |
| 2017-12-31 | $1.1M | 11k | 98.72 |
| 2017-09-30 | $817k | 11k | 78.10 |
| 2017-06-30 | $803k | 11k | 75.71 |
| 2017-03-31 | $864k | 13k | 69.11 |
| 2016-12-31 | $864k | 13k | 69.11 |
| 2016-09-30 | $1.0M | 15k | 72.12 |
| 2016-06-30 | $1.2M | 17k | 73.00 |
| 2016-03-31 | $874k | 13k | 68.51 |
| 2015-12-31 | $798k | 13k | 61.30 |
| 2015-09-30 | $333k | 5.1k | 64.80 |
| 2014-03-31 | $813k | 11k | 76.43 |
| 2013-12-31 | $1.0M | 13k | 78.70 |
| 2013-09-30 | $880k | 12k | 73.96 |
| 2013-06-30 | $823k | 11k | 74.49 |
| 2013-03-31 | $877k | 12k | 74.82 |