Wal-Mart Stores shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 103.06 |
| 2025-06-30 | $1.4M | 14k | 97.78 |
| 2025-03-31 | $2.5M | 29k | 87.79 |
| 2024-12-31 | $1.7M | 19k | 90.35 |
| 2024-09-30 | $1.6M | 20k | 80.75 |
| 2024-06-30 | $1.3M | 20k | 67.71 |
| 2024-03-31 | $1.2M | 19k | 60.17 |
| 2023-12-31 | $985k | 6.2k | 157.63 |
| 2023-09-30 | $999k | 6.2k | 159.91 |
| 2023-06-30 | $833k | 5.3k | 157.16 |
| 2023-03-31 | $748k | 5.1k | 147.40 |
| 2022-12-31 | $676k | 4.8k | 141.77 |
| 2022-09-30 | $614k | 4.7k | 129.65 |
| 2022-06-30 | $424k | 3.5k | 121.63 |
| 2022-03-31 | $496k | 3.7k | 135.70 |
| 2021-12-31 | $535k | 3.7k | 144.75 |
| 2021-09-30 | $526k | 3.8k | 139.41 |
| 2021-06-30 | $530k | 3.8k | 140.51 |
| 2021-03-31 | $496k | 3.7k | 135.70 |
| 2020-12-31 | $497k | 3.4k | 144.18 |
| 2020-09-30 | $342k | 2.4k | 139.93 |
| 2020-06-30 | $277k | 2.3k | 119.65 |
| 2019-12-31 | $276k | 2.3k | 119.12 |