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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

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Quarterly reported holdings in Wal-Mart Stores by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
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