Wal-Mart Stores shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.0M | 59k | 67.71 |
| 2024-03-31 | $3.0M | 51k | 60.17 |
| 2023-12-31 | $2.0M | 13k | 157.64 |
| 2023-09-30 | $1.4M | 8.8k | 159.92 |
| 2023-06-30 | $922k | 5.9k | 157.17 |
| 2023-03-31 | $810k | 5.5k | 147.44 |
| 2022-12-31 | $543k | 3.8k | 141.77 |
| 2022-09-30 | $495k | 3.8k | 129.68 |
| 2022-03-31 | $1.3M | 8.6k | 148.96 |
| 2021-12-31 | $1.8M | 12k | 144.67 |
| 2021-09-30 | $1.6M | 12k | 139.37 |
| 2021-06-30 | $1.6M | 12k | 140.98 |
| 2021-03-31 | $1.8M | 13k | 135.83 |
| 2020-12-31 | $1.3M | 9.3k | 144.11 |
| 2020-09-30 | $1.1M | 7.7k | 139.86 |
| 2020-06-30 | $604k | 5.0k | 119.82 |
| 2020-03-31 | $272k | 2.4k | 113.52 |
| 2019-12-31 | $218k | 1.9k | 116.14 |
More positions owned by Peterson Wealth Management
View all positions for Peterson Wealth Management