Wal-Mart Stores shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 175k | 103.06 |
| 2025-06-30 | $13M | 138k | 97.78 |
| 2025-03-31 | $12M | 139k | 87.79 |
| 2024-12-31 | $13M | 140k | 91.30 |
| 2024-09-30 | $11M | 138k | 80.75 |
| 2023-12-31 | $6.6M | 42k | 157.65 |
| 2023-09-30 | $6.6M | 41k | 159.93 |
| 2023-06-30 | $6.3M | 40k | 157.18 |
| 2023-03-31 | $2.5M | 17k | 147.46 |
| 2022-12-31 | $2.4M | 17k | 141.80 |
| 2022-09-30 | $1.4M | 11k | 129.71 |
| 2022-06-30 | $1.4M | 11k | 121.61 |
| 2022-03-31 | $1.5M | 10k | 148.97 |
| 2021-12-31 | $1.7M | 12k | 144.66 |
| 2021-09-30 | $1.5M | 11k | 139.36 |
| 2021-06-30 | $1.2M | 8.6k | 141.03 |
| 2021-03-31 | $1.4M | 10k | 135.84 |
| 2020-12-31 | $1.2M | 8.3k | 144.10 |
| 2020-09-30 | $592k | 4.2k | 139.82 |
| 2020-06-30 | $671k | 5.6k | 119.69 |
| 2020-03-31 | $612k | 5.0k | 121.79 |
| 2019-12-31 | $204k | 1.7k | 117.85 |
| 2019-09-30 | $213k | 1.8k | 119.46 |
| 2019-06-30 | $212k | 1.9k | 110.24 |
| 2019-03-31 | $209k | 2.0k | 103.36 |
| 2018-09-30 | $627k | 6.7k | 93.92 |
| 2018-06-30 | $597k | 6.7k | 89.42 |
| 2018-03-31 | $597k | 6.7k | 89.42 |
| 2017-12-31 | $165k | 1.7k | 98.98 |
| 2017-09-30 | $130k | 1.7k | 77.98 |
| 2017-06-30 | $63k | 826 | 76.27 |
| 2017-03-31 | $60k | 826 | 72.64 |
| 2016-12-31 | $58k | 829 | 69.96 |
| 2016-09-30 | $149k | 2.1k | 72.19 |
| 2016-06-30 | $192k | 2.6k | 73.17 |
| 2016-03-31 | $167k | 2.9k | 57.45 |
| 2015-09-30 | $250k | 3.9k | 64.73 |
| 2015-06-30 | $274k | 3.9k | 70.95 |
| 2015-03-31 | $370k | 4.5k | 82.33 |
| 2014-12-31 | $431k | 5.0k | 85.96 |
| 2014-09-30 | $383k | 5.0k | 76.39 |
| 2014-06-30 | $451k | 6.0k | 74.99 |
| 2014-03-31 | $389k | 5.1k | 76.51 |
| 2013-12-31 | $396k | 5.0k | 78.63 |
| 2011-09-30 | $1.4M | 11k | 129.71 |