Wal-Mart Stores shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Old Second Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 24k | 103.06 |
| 2025-06-30 | $2.5M | 25k | 97.78 |
| 2025-03-31 | $3.3M | 37k | 87.79 |
| 2024-12-31 | $3.8M | 42k | 90.35 |
| 2024-09-30 | $3.6M | 45k | 80.75 |
| 2024-06-30 | $3.1M | 46k | 67.71 |
| 2024-03-31 | $2.9M | 48k | 60.17 |
| 2023-12-31 | $2.6M | 17k | 157.65 |
| 2023-09-30 | $2.6M | 16k | 159.93 |
| 2023-06-30 | $2.7M | 17k | 157.18 |
| 2023-03-31 | $2.6M | 18k | 147.45 |
| 2022-12-31 | $2.8M | 20k | 141.79 |
| 2022-09-30 | $2.6M | 20k | 129.71 |
| 2022-06-30 | $2.6M | 21k | 121.58 |
| 2022-03-31 | $3.3M | 22k | 148.94 |
| 2021-12-31 | $3.2M | 23k | 140.51 |
| 2021-09-30 | $3.1M | 23k | 139.40 |
| 2021-06-30 | $3.2M | 23k | 141.04 |
| 2021-03-31 | $3.1M | 23k | 135.83 |
| 2020-12-31 | $3.3M | 23k | 144.15 |
| 2020-09-30 | $3.2M | 23k | 139.91 |
| 2020-06-30 | $2.8M | 23k | 119.81 |
| 2020-03-31 | $2.8M | 25k | 113.62 |
| 2019-12-31 | $2.9M | 24k | 118.85 |
| 2019-09-30 | $2.9M | 24k | 118.69 |
| 2019-06-30 | $2.7M | 24k | 110.47 |
| 2019-03-31 | $229k | 2.4k | 97.56 |
| 2018-12-31 | $255k | 2.7k | 92.96 |
| 2018-09-30 | $257k | 2.7k | 93.78 |
| 2018-06-30 | $269k | 3.1k | 85.50 |
| 2018-03-31 | $280k | 3.1k | 89.02 |
| 2017-12-31 | $291k | 2.9k | 98.79 |
| 2017-09-30 | $229k | 2.9k | 77.97 |
| 2017-06-30 | $186k | 2.5k | 75.81 |
| 2017-03-31 | $155k | 2.2k | 71.89 |
| 2016-12-31 | $154k | 2.2k | 69.31 |
| 2016-09-30 | $160k | 2.2k | 71.91 |
| 2016-06-30 | $162k | 2.2k | 72.95 |
| 2016-03-31 | $152k | 2.2k | 68.26 |
| 2015-12-31 | $136k | 2.2k | 61.49 |
| 2015-09-30 | $143k | 2.2k | 64.62 |
| 2015-06-30 | $157k | 2.2k | 70.87 |
| 2015-03-31 | $183k | 2.2k | 82.25 |
| 2014-12-31 | $191k | 2.2k | 85.89 |
| 2014-09-30 | $170k | 2.2k | 76.52 |
| 2014-06-30 | $3.6M | 45k | 78.70 |
| 2014-03-31 | $2.7M | 36k | 76.44 |
| 2013-12-31 | $3.6M | 45k | 78.70 |
| 2013-09-30 | $3.3M | 44k | 73.96 |
| 2013-06-30 | $3.4M | 46k | 74.50 |
More positions owned by Old Second Wealth Management
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