Wal-Mart Stores shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 103.06 |
| 2025-06-30 | $1.4M | 15k | 97.78 |
| 2025-03-31 | $1.3M | 15k | 87.79 |
| 2024-12-31 | $1.4M | 16k | 90.35 |
| 2024-09-30 | $1.3M | 16k | 80.75 |
| 2024-06-30 | $1.1M | 16k | 67.71 |
| 2024-03-31 | $970k | 16k | 60.17 |
| 2023-12-31 | $837k | 5.3k | 157.64 |
| 2023-09-30 | $862k | 5.4k | 159.92 |
| 2023-06-30 | $836k | 5.3k | 157.17 |
| 2023-03-31 | $785k | 5.3k | 147.46 |
| 2022-12-31 | $715k | 5.0k | 141.78 |
| 2022-09-30 | $569k | 4.4k | 129.67 |
| 2022-06-30 | $502k | 4.1k | 121.64 |
| 2022-03-31 | $612k | 4.1k | 148.94 |
| 2021-12-31 | $720k | 5.0k | 144.75 |
| 2021-09-30 | $801k | 5.7k | 139.38 |
| 2021-06-30 | $663k | 4.7k | 141.03 |
| 2021-03-31 | $641k | 4.7k | 135.92 |
| 2020-12-31 | $601k | 4.2k | 144.06 |
| 2020-09-30 | $584k | 4.2k | 139.98 |
| 2020-06-30 | $500k | 4.2k | 119.85 |
| 2020-03-31 | $441k | 3.9k | 113.60 |
| 2019-12-31 | $642k | 5.4k | 118.80 |
| 2019-09-30 | $652k | 5.5k | 118.65 |
| 2019-06-30 | $579k | 5.2k | 110.48 |
| 2019-03-31 | $519k | 5.3k | 97.45 |
| 2018-12-31 | $509k | 5.5k | 93.07 |
| 2018-09-30 | $506k | 5.4k | 93.83 |
| 2018-06-30 | $498k | 5.8k | 85.64 |
| 2018-03-31 | $545k | 6.1k | 88.94 |
| 2017-12-31 | $712k | 7.2k | 98.75 |
| 2017-09-30 | $478k | 6.1k | 78.17 |
| 2017-06-30 | $438k | 5.8k | 75.75 |
| 2017-03-31 | $371k | 5.1k | 72.07 |
| 2016-12-31 | $326k | 4.7k | 69.17 |
| 2016-09-30 | $266k | 3.7k | 72.22 |
| 2016-06-30 | $320k | 4.4k | 73.08 |
| 2016-03-31 | $306k | 4.5k | 68.53 |
| 2015-12-31 | $228k | 3.7k | 61.21 |
| 2015-09-30 | $242k | 3.7k | 64.97 |
| 2015-06-30 | $436k | 6.1k | 70.94 |
| 2015-03-31 | $525k | 6.4k | 82.29 |
| 2014-12-31 | $601k | 7.0k | 85.82 |
| 2014-09-30 | $266k | 3.5k | 76.50 |
| 2014-06-30 | $287k | 3.8k | 75.19 |
| 2014-03-31 | $376k | 4.9k | 76.53 |
| 2013-12-31 | $1.1M | 14k | 78.71 |
| 2013-09-30 | $221k | 3.0k | 73.84 |
| 2011-12-31 | $222k | 3.7k | 59.87 |
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