Wal-Mart Stores shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 150k | 101.47 |
| 2025-06-30 | $15M | 148k | 103.12 |
| 2025-03-31 | $14M | 162k | 87.79 |
| 2024-12-31 | $14M | 152k | 90.35 |
| 2024-09-30 | $12M | 145k | 80.75 |
| 2024-06-30 | $6.6M | 98k | 67.71 |
| 2024-03-31 | $5.9M | 99k | 59.71 |
| 2023-12-31 | $4.8M | 30k | 157.65 |
| 2023-09-30 | $3.7M | 23k | 159.93 |
| 2023-06-30 | $440k | 2.8k | 157.16 |
| 2023-03-31 | $511k | 3.5k | 147.45 |
| 2022-12-31 | $319k | 2.3k | 141.79 |
| 2022-09-30 | $282k | 2.2k | 129.83 |