Wal-Mart Stores shares owned by Klingman & Associates
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 20k | 103.06 |
| 2025-06-30 | $1.0M | 10k | 97.78 |
| 2025-03-31 | $821k | 9.3k | 87.79 |
| 2024-12-31 | $828k | 9.2k | 90.35 |
| 2024-09-30 | $718k | 8.9k | 80.75 |
| 2024-06-30 | $599k | 8.8k | 67.71 |
| 2024-03-31 | $502k | 8.3k | 60.17 |
| 2023-12-31 | $416k | 2.6k | 157.65 |
| 2023-09-30 | $419k | 2.6k | 159.93 |
| 2023-06-30 | $333k | 2.1k | 157.18 |
| 2023-03-31 | $292k | 2.0k | 147.45 |
| 2022-12-31 | $283k | 2.0k | 141.79 |
| 2022-09-30 | $275k | 2.1k | 129.53 |
| 2022-06-30 | $240k | 2.0k | 121.40 |
| 2022-03-31 | $307k | 2.1k | 149.10 |
| 2021-12-31 | $278k | 1.9k | 144.94 |
| 2021-09-30 | $261k | 1.9k | 139.35 |
| 2021-06-30 | $279k | 2.0k | 141.05 |
| 2021-03-31 | $379k | 2.8k | 135.84 |
| 2020-12-31 | $262k | 1.8k | 144.35 |
| 2020-09-30 | $245k | 1.8k | 139.76 |
| 2016-09-30 | $135k | 1.9k | 72.19 |
| 2016-06-30 | $137k | 1.9k | 73.26 |
| 2016-03-31 | $128k | 1.9k | 68.45 |
| 2015-12-31 | $115k | 1.9k | 61.50 |
| 2015-09-30 | $121k | 1.9k | 64.71 |
| 2015-06-30 | $133k | 1.9k | 71.12 |
| 2015-03-31 | $154k | 1.9k | 82.35 |
| 2014-12-31 | $160k | 1.9k | 85.56 |