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Wal-Mart Stores shares owned by Osterweis Capital Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Osterweis Capital Management from 13F filings

Historical chart of Osterweis Capital Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Osterweis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 2.8k 103.06
2025-06-30 $271k 2.8k 97.78
2025-03-31 $46k 520 87.79
2024-12-31 $41k 450 90.35
2024-09-30 $36k 450 80.75
2024-06-30 $14k 210 67.71
2024-03-31 $13k 210 60.17
2023-12-31 $3.2k 20 157.65