Wal-Mart Stores shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 27k | 103.06 |
| 2025-06-30 | $2.7M | 27k | 97.78 |
| 2025-03-31 | $2.4M | 28k | 87.79 |
| 2024-12-31 | $2.5M | 27k | 90.35 |
| 2024-09-30 | $2.3M | 29k | 80.75 |
| 2024-06-30 | $2.1M | 31k | 67.71 |
| 2024-03-31 | $1.9M | 32k | 60.17 |
| 2023-12-31 | $1.7M | 11k | 157.66 |
| 2023-09-30 | $1.7M | 11k | 159.94 |
| 2023-06-30 | $1.8M | 11k | 157.18 |
| 2023-03-31 | $1.6M | 11k | 147.45 |
| 2022-12-31 | $1.6M | 11k | 141.78 |
| 2022-09-30 | $1.7M | 13k | 129.67 |
| 2022-06-30 | $1.6M | 14k | 121.56 |
| 2022-03-31 | $2.0M | 14k | 148.89 |
| 2021-12-31 | $2.1M | 14k | 144.66 |
| 2021-09-30 | $2.0M | 14k | 139.41 |
| 2021-06-30 | $2.2M | 15k | 141.05 |
| 2021-03-31 | $2.3M | 17k | 135.85 |
| 2020-12-31 | $2.6M | 18k | 144.14 |
| 2020-09-30 | $2.5M | 18k | 139.90 |
| 2020-06-30 | $2.3M | 19k | 119.78 |
| 2020-03-31 | $2.2M | 19k | 113.61 |
| 2019-12-31 | $2.3M | 19k | 118.85 |
| 2019-09-30 | $2.2M | 19k | 118.67 |
| 2019-06-30 | $2.0M | 18k | 110.51 |
| 2019-03-31 | $1.9M | 19k | 97.54 |
| 2018-12-31 | $1.8M | 19k | 93.15 |
| 2018-09-30 | $1.9M | 21k | 93.92 |
| 2018-06-30 | $1.7M | 20k | 85.65 |
| 2018-03-31 | $1.8M | 21k | 88.97 |
| 2017-12-31 | $2.0M | 20k | 98.76 |
| 2017-09-30 | $1.5M | 20k | 78.14 |
| 2017-06-30 | $1.3M | 18k | 75.70 |
| 2017-03-31 | $873k | 12k | 72.05 |
| 2016-12-31 | $713k | 10k | 69.11 |
| 2016-09-30 | $766k | 11k | 72.15 |
| 2016-06-30 | $799k | 11k | 73.02 |
| 2016-03-31 | $736k | 11k | 68.52 |
| 2015-12-31 | $778k | 13k | 61.27 |
| 2015-09-30 | $1.0M | 16k | 64.85 |
| 2015-03-31 | $1.3M | 16k | 82.23 |
| 2014-12-31 | $1.4M | 17k | 85.88 |
| 2014-09-30 | $1.2M | 16k | 76.49 |
| 2014-06-30 | $1.4M | 18k | 76.44 |
| 2014-03-31 | $1.4M | 18k | 76.44 |
| 2013-12-31 | $1.4M | 18k | 78.71 |
| 2013-09-30 | $1.4M | 18k | 73.94 |
| 2011-12-31 | $1.5M | 25k | 59.74 |
| 2011-09-30 | $1.7M | 32k | 51.91 |
| 2011-06-30 | $1.8M | 35k | 52.05 |
| 2011-03-31 | $1.8M | 35k | 52.05 |
| 2010-12-31 | $2.9M | 54k | 53.92 |
More positions owned by Optimum Investment Advisors
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