Wal-Mart Stores shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Principle Wealth Partners 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 Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 19k | 103.06 |
| 2025-06-30 | $2.0M | 21k | 97.78 |
| 2024-12-31 | $1.6M | 18k | 90.35 |
| 2024-09-30 | $1.5M | 18k | 80.75 |
| 2024-06-30 | $1.3M | 19k | 67.71 |
| 2024-03-31 | $1.1M | 19k | 60.17 |
| 2023-12-31 | $975k | 6.2k | 157.65 |
| 2023-09-30 | $989k | 6.2k | 159.93 |
| 2023-06-30 | $964k | 6.1k | 157.18 |
| 2023-03-31 | $828k | 5.6k | 147.45 |
| 2022-12-31 | $796k | 5.6k | 141.79 |
| 2022-09-30 | $727k | 5.6k | 129.73 |
| 2022-06-30 | $767k | 6.3k | 121.51 |
| 2022-03-31 | $1.0M | 7.0k | 148.93 |
| 2021-12-31 | $1.1M | 7.3k | 144.71 |
| 2021-09-30 | $1.0M | 7.4k | 139.39 |
| 2021-06-30 | $1.0M | 7.4k | 140.95 |
| 2021-03-31 | $956k | 7.0k | 135.78 |
| 2020-12-31 | $831k | 5.8k | 144.15 |
| 2020-06-30 | $82k | 687 | 119.36 |