Wal-Mart Stores shares owned by Kozak & Associates
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $109k | 949 | 114.56 |
| 2025-09-30 | $111k | 1.1k | 102.91 |
| 2025-06-30 | $60k | 622 | 96.78 |
| 2025-03-31 | $70k | 733 | 94.75 |
| 2024-12-31 | $56k | 619 | 90.80 |
| 2024-09-30 | $41k | 506 | 81.24 |
| 2024-06-30 | $34k | 505 | 68.21 |
| 2024-03-31 | $32k | 503 | 64.03 |
| 2023-12-31 | $26k | 159 | 161.97 |
| 2023-09-30 | $25k | 159 | 156.41 |
| 2023-06-30 | $1.6k | 10 | 158.20 |
| 2023-03-31 | $1.5k | 10 | 147.50 |
| 2022-12-31 | $106k | 747 | 141.90 |
| 2022-09-30 | $99k | 747 | 132.53 |
| 2022-06-30 | $166k | 1.4k | 121.79 |
| 2022-03-31 | $229k | 1.6k | 142.59 |
| 2021-12-31 | $229k | 1.6k | 142.59 |
| 2021-09-30 | $160k | 1.1k | 146.65 |