Wal-Mart Stores shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 69k | 103.06 |
| 2025-06-30 | $6.6M | 68k | 97.78 |
| 2025-03-31 | $5.5M | 62k | 87.68 |
| 2024-12-31 | $4.5M | 50k | 90.35 |
| 2024-09-30 | $3.2M | 40k | 80.75 |
| 2024-06-30 | $2.3M | 34k | 67.84 |
| 2024-03-31 | $1.7M | 29k | 60.17 |
| 2023-12-31 | $1.4M | 8.9k | 157.65 |