Wal-Mart Stores shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $545k | 5.3k | 103.69 |
| 2025-06-30 | $518k | 5.3k | 98.47 |
| 2025-03-31 | $775k | 8.8k | 88.25 |
| 2024-12-31 | $725k | 8.0k | 90.84 |
| 2024-09-30 | $510k | 6.3k | 81.45 |
| 2024-06-30 | $428k | 6.3k | 68.50 |
| 2024-03-31 | $375k | 6.2k | 60.86 |
| 2023-12-31 | $325k | 2.1k | 157.64 |
| 2023-09-30 | $317k | 2.0k | 159.92 |
| 2023-06-30 | $327k | 2.1k | 157.15 |
| 2023-03-31 | $291k | 2.0k | 147.44 |
| 2022-12-31 | $276k | 1.9k | 141.82 |
| 2022-09-30 | $252k | 1.9k | 129.56 |
| 2022-06-30 | $238k | 2.0k | 121.61 |
| 2022-03-31 | $295k | 2.0k | 148.76 |
| 2021-12-31 | $290k | 2.0k | 144.42 |
| 2021-09-30 | $302k | 2.2k | 139.17 |
| 2021-06-30 | $305k | 2.2k | 140.68 |
| 2021-03-31 | $337k | 2.5k | 135.72 |
| 2020-12-31 | $359k | 2.5k | 144.00 |
| 2020-09-30 | $272k | 1.9k | 139.63 |
| 2020-06-30 | $230k | 1.9k | 119.67 |
| 2020-03-31 | $236k | 1.8k | 128.75 |
| 2019-12-31 | $250k | 2.1k | 118.60 |
| 2019-09-30 | $297k | 2.5k | 118.52 |
| 2019-06-30 | $217k | 2.0k | 110.49 |
| 2018-12-31 | $1.6M | 20k | 78.13 |
| 2018-09-30 | $165k | 1.8k | 94.12 |
| 2018-06-30 | $94k | 1.1k | 83.63 |
| 2018-03-31 | $119k | 1.3k | 88.34 |
| 2017-12-31 | $136k | 1.4k | 98.77 |
| 2017-09-30 | $101k | 1.3k | 77.93 |
| 2017-06-30 | $97k | 1.3k | 74.96 |
| 2017-03-31 | $92k | 1.3k | 71.60 |
| 2016-12-31 | $88k | 1.3k | 68.59 |
| 2016-09-30 | $92k | 1.3k | 71.71 |
| 2016-06-30 | $93k | 1.3k | 72.60 |
| 2016-03-31 | $88k | 1.3k | 67.90 |
| 2015-12-31 | $90k | 1.2k | 73.95 |
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