Wal-Mart Stores shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $850k | 8.2k | 103.06 |
| 2025-06-30 | $824k | 8.4k | 97.78 |
| 2025-03-31 | $751k | 8.6k | 87.79 |
| 2024-12-31 | $755k | 8.4k | 90.35 |
| 2024-09-30 | $635k | 7.9k | 80.75 |
| 2024-06-30 | $533k | 7.9k | 67.71 |
| 2024-03-31 | $493k | 8.2k | 60.17 |
| 2023-12-31 | $404k | 2.6k | 157.65 |