Wal-Mart Stores shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 202k | 103.06 |
| 2025-06-30 | $20M | 204k | 97.78 |
| 2025-03-31 | $18M | 202k | 87.79 |
| 2024-12-31 | $18M | 203k | 90.35 |
| 2024-09-30 | $16M | 194k | 80.75 |
| 2024-06-30 | $13M | 193k | 67.71 |
| 2024-03-31 | $12M | 200k | 60.17 |
| 2023-12-31 | $10M | 66k | 157.65 |
| 2023-09-30 | $11M | 68k | 159.93 |
| 2023-06-30 | $11M | 68k | 157.18 |
| 2023-03-31 | $1.1M | 7.7k | 147.46 |
| 2022-12-31 | $1.1M | 7.6k | 141.80 |
| 2022-09-30 | $801k | 6.2k | 129.76 |
| 2022-06-30 | $856k | 7.0k | 121.54 |
| 2022-03-31 | $1.1M | 7.1k | 148.90 |
| 2021-12-31 | $2.7M | 19k | 144.74 |
| 2021-09-30 | $1.0M | 7.4k | 139.39 |
| 2021-06-30 | $931k | 6.6k | 140.95 |
| 2021-03-31 | $932k | 6.9k | 135.88 |
| 2020-12-31 | $1.1M | 7.7k | 144.19 |
| 2020-09-30 | $516k | 3.7k | 139.99 |
| 2020-06-30 | $356k | 3.0k | 119.78 |
| 2020-03-31 | $339k | 3.0k | 113.45 |
| 2019-12-31 | $305k | 2.6k | 118.86 |
| 2019-09-30 | $303k | 2.6k | 118.64 |
| 2019-06-30 | $282k | 2.6k | 110.42 |
| 2019-03-31 | $249k | 2.6k | 97.49 |
| 2018-12-31 | $235k | 2.5k | 93.29 |
| 2018-09-30 | $260k | 2.8k | 93.90 |
| 2013-12-31 | $322k | 4.1k | 78.79 |