Wal-Mart Stores shares owned by Middleton & Company
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Middleton & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 10k | 103.06 |
| 2025-06-30 | $983k | 10k | 97.78 |
| 2025-03-31 | $882k | 10k | 87.79 |
| 2024-12-31 | $923k | 10k | 90.35 |
| 2024-09-30 | $813k | 10k | 80.75 |
| 2024-06-30 | $682k | 10k | 67.71 |
| 2024-03-31 | $606k | 10k | 60.17 |
| 2023-09-30 | $598k | 3.7k | 159.95 |
| 2023-06-30 | $596k | 3.8k | 157.20 |
| 2023-03-31 | $456k | 3.1k | 147.47 |
| 2022-12-31 | $443k | 3.1k | 141.81 |
| 2022-09-30 | $406k | 3.1k | 129.84 |
| 2022-06-30 | $398k | 3.3k | 121.60 |
| 2022-03-31 | $522k | 3.5k | 149.02 |
| 2021-12-31 | $384k | 2.7k | 144.74 |
| 2021-09-30 | $406k | 2.9k | 139.42 |
| 2021-06-30 | $441k | 3.1k | 141.03 |
| 2021-03-31 | $419k | 3.1k | 135.82 |
| 2020-12-31 | $461k | 3.2k | 144.29 |
| 2020-09-30 | $448k | 3.2k | 139.78 |
| 2020-06-30 | $384k | 3.2k | 119.81 |
| 2020-03-31 | $364k | 3.2k | 113.57 |
| 2019-12-31 | $381k | 3.2k | 118.88 |
| 2019-09-30 | $380k | 3.2k | 118.56 |
| 2019-06-30 | $354k | 3.2k | 110.45 |
| 2019-03-31 | $333k | 3.4k | 97.51 |
| 2018-12-31 | $318k | 3.4k | 93.12 |
| 2018-09-30 | $321k | 3.4k | 94.00 |
| 2018-06-30 | $284k | 3.3k | 85.67 |
| 2018-03-31 | $310k | 3.5k | 88.85 |
| 2017-12-31 | $325k | 3.3k | 98.78 |
| 2017-09-30 | $267k | 3.4k | 78.07 |
| 2017-06-30 | $270k | 3.6k | 75.55 |
| 2017-03-31 | $286k | 4.0k | 71.97 |
| 2016-12-31 | $1.3M | 19k | 69.14 |
| 2016-09-30 | $4.0M | 56k | 72.13 |
| 2016-06-30 | $3.1M | 42k | 73.02 |
| 2016-03-31 | $2.4M | 35k | 68.48 |
| 2015-12-31 | $263k | 4.3k | 61.28 |
| 2013-09-30 | $212k | 2.9k | 74.10 |
| 2013-06-30 | $243k | 3.3k | 74.52 |
| 2012-06-30 | $212k | 3.0k | 69.83 |