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Wal-Mart Stores shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $454k 4.0k 113.27
2026-03-31 $332k 2.7k 124.31
2025-12-31 $292k 2.6k 111.45
2025-09-30 $264k 2.6k 103.10
2025-06-30 $261k 2.7k 97.83
2025-03-31 $184k 2.1k 87.83
2024-12-31 $210k 2.3k 90.42
2024-09-30 $100k 1.2k 80.83
2024-06-30 $30k 435 67.81
2024-03-31 $26k 432 60.28
2023-12-31 $24k 152 157.93
2023-09-30 $45k 283 160.25
2023-06-30 $44k 10 4442.00
2023-03-31 $41k 280 147.70
2022-12-31 $40k 279 142.00