Wal-Mart Stores shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 33k | 103.06 |
| 2025-06-30 | $2.3M | 24k | 97.78 |
| 2025-03-31 | $2.0M | 23k | 87.79 |
| 2024-12-31 | $2.0M | 23k | 90.35 |
| 2024-09-30 | $2.1M | 25k | 80.75 |
| 2024-06-30 | $1.7M | 26k | 67.71 |
| 2024-03-31 | $1.5M | 25k | 60.17 |
| 2023-12-31 | $1.3M | 8.4k | 157.65 |
| 2023-09-30 | $1.5M | 9.5k | 159.93 |
| 2023-06-30 | $1.5M | 9.6k | 157.18 |
| 2023-03-31 | $1.5M | 10k | 147.45 |
| 2022-12-31 | $1.5M | 10k | 141.79 |
| 2022-09-30 | $1.4M | 11k | 130.89 |
| 2022-06-30 | $940k | 7.7k | 121.53 |
| 2022-03-31 | $1.5M | 9.9k | 148.91 |
| 2021-12-31 | $1.2M | 8.5k | 145.73 |
| 2021-09-30 | $1.1M | 8.0k | 139.41 |
| 2021-06-30 | $1.1M | 7.5k | 141.04 |
| 2021-03-31 | $908k | 6.6k | 136.82 |
| 2020-12-31 | $1.0M | 7.2k | 144.25 |
| 2020-09-30 | $996k | 7.1k | 139.36 |
| 2020-06-30 | $850k | 7.1k | 119.80 |
| 2020-03-31 | $833k | 7.4k | 112.47 |
| 2019-12-31 | $696k | 5.9k | 118.71 |
| 2019-09-30 | $645k | 5.4k | 118.65 |
| 2019-06-30 | $480k | 4.3k | 110.55 |
| 2019-03-31 | $392k | 4.0k | 97.67 |
| 2018-12-31 | $468k | 5.0k | 93.22 |
| 2018-09-30 | $480k | 5.1k | 93.77 |
| 2018-06-30 | $432k | 5.0k | 85.64 |
| 2018-03-31 | $399k | 4.5k | 89.00 |
| 2017-12-31 | $105k | 1.1k | 98.36 |
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