Wal-Mart Stores shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $997k | 9.7k | 103.24 |
| 2025-06-30 | $934k | 9.5k | 97.78 |
| 2025-03-31 | $801k | 9.5k | 83.83 |
| 2024-12-31 | $900k | 9.9k | 90.78 |
| 2024-09-30 | $797k | 9.9k | 80.75 |
| 2024-06-30 | $644k | 9.5k | 67.71 |
| 2024-03-31 | $573k | 9.5k | 60.17 |
| 2023-12-31 | $528k | 3.4k | 157.65 |
| 2023-09-30 | $536k | 3.4k | 159.91 |
| 2023-06-30 | $536k | 3.4k | 158.19 |
| 2023-03-31 | $498k | 3.4k | 147.43 |
| 2022-12-31 | $513k | 3.6k | 141.78 |
| 2022-09-30 | $472k | 3.6k | 129.78 |
| 2022-06-30 | $435k | 3.6k | 121.51 |
| 2022-03-31 | $533k | 3.6k | 148.88 |
| 2021-12-31 | $550k | 3.8k | 144.58 |
| 2021-09-30 | $528k | 3.8k | 139.28 |
| 2021-06-30 | $535k | 3.8k | 141.12 |
| 2021-03-31 | $580k | 4.3k | 135.77 |
| 2020-12-31 | $614k | 4.3k | 144.06 |