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Wal-Mart Stores shares owned by PBMares Wealth Management

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

Historical chart of PBMares Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by PBMares Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 31k 80.75
2024-06-30 $2.0M 30k 67.71
2024-03-31 $1.7M 28k 60.17
2023-12-31 $1.5M 9.5k 157.65
2023-09-30 $1.5M 9.7k 159.93
2023-06-30 $1.5M 9.7k 157.19
2023-03-31 $1.5M 10k 147.45
2022-12-31 $1.2M 8.5k 141.78
2022-09-30 $1.1M 8.5k 129.74
2022-06-30 $988k 8.1k 121.62
2022-03-31 $1.2M 8.0k 148.94
2021-12-31 $1.1M 7.9k 144.71
2021-09-30 $1.1M 7.7k 139.33
2021-06-30 $1.1M 7.7k 141.05
2021-03-31 $1.0M 7.7k 135.85
2020-12-31 $1.0M 7.2k 144.12
2020-09-30 $975k 7.0k 139.95
2020-06-30 $824k 6.9k 119.77
2020-03-31 $782k 6.9k 113.66
2019-12-31 $808k 6.8k 118.88