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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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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