Wal-Mart Stores shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $705k | 6.8k | 103.06 |
| 2025-06-30 | $683k | 7.0k | 97.78 |
| 2025-03-31 | $605k | 6.9k | 87.78 |
| 2024-12-31 | $536k | 5.9k | 90.34 |
| 2024-09-30 | $488k | 6.0k | 80.74 |
| 2024-06-30 | $409k | 6.0k | 67.71 |
| 2024-03-31 | $363k | 6.0k | 60.17 |
| 2023-12-31 | $338k | 2.1k | 157.64 |
| 2023-09-30 | $336k | 2.1k | 159.92 |
| 2023-06-30 | $378k | 2.4k | 157.17 |
| 2023-03-31 | $354k | 2.4k | 147.44 |
| 2022-12-31 | $341k | 2.4k | 141.78 |
| 2022-09-30 | $325k | 2.5k | 129.64 |
| 2022-06-30 | $311k | 2.6k | 121.72 |
| 2022-03-31 | $369k | 2.5k | 148.97 |
| 2021-12-31 | $312k | 2.2k | 144.58 |
| 2021-09-30 | $210k | 1.5k | 139.17 |
| 2021-06-30 | $212k | 1.5k | 140.86 |
| 2021-03-31 | $248k | 1.8k | 135.59 |
| 2020-12-31 | $264k | 1.8k | 144.34 |
More positions owned by Oakwell Private Wealth Management
View all positions for Oakwell Private Wealth Management