Wal-Mart Stores shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 107k | 80.75 |
| 2024-06-30 | $7.7M | 114k | 67.71 |
| 2024-03-31 | $6.8M | 113k | 60.17 |
| 2023-12-31 | $5.9M | 37k | 157.65 |
| 2023-09-30 | $5.4M | 34k | 159.93 |
| 2023-06-30 | $1.3M | 8.0k | 157.18 |
| 2023-03-31 | $1.3M | 9.0k | 147.45 |
| 2022-12-31 | $1.3M | 9.3k | 141.79 |
| 2022-09-30 | $1.2M | 9.3k | 129.70 |
| 2022-06-30 | $932k | 7.7k | 121.53 |
| 2022-03-31 | $1.1M | 7.1k | 148.93 |
| 2021-12-31 | $1.0M | 7.0k | 144.67 |
| 2021-09-30 | $874k | 6.3k | 139.33 |
| 2021-06-30 | $879k | 6.2k | 141.02 |
| 2021-03-31 | $818k | 6.0k | 135.86 |
| 2020-12-31 | $790k | 5.5k | 144.19 |