Wal-Mart Stores shares owned by Private Advisor
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Private Advisor 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 Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58M | 723k | 80.75 |
| 2024-06-30 | $47M | 692k | 67.71 |
| 2024-03-31 | $39M | 644k | 60.17 |
| 2023-12-31 | $35M | 223k | 157.51 |
| 2023-09-30 | $40M | 250k | 159.93 |
| 2023-06-30 | $25M | 160k | 158.35 |
| 2023-03-31 | $22M | 152k | 147.45 |
| 2022-12-31 | $8.2M | 148k | 55.61 |
| 2022-09-30 | $19M | 143k | 129.70 |
| 2022-06-30 | $22M | 181k | 121.58 |
| 2022-03-31 | $29M | 200k | 144.69 |
| 2021-12-31 | $29M | 200k | 144.69 |
| 2021-09-30 | $39M | 281k | 139.38 |
| 2021-06-30 | $22M | 155k | 141.02 |
| 2021-03-31 | $20M | 145k | 135.83 |
| 2020-12-31 | $16M | 112k | 144.15 |
| 2020-09-30 | $15M | 113k | 134.73 |
| 2020-06-30 | $12M | 101k | 119.77 |
| 2020-03-31 | $9.8M | 86k | 113.62 |
| 2019-12-31 | $10M | 84k | 118.83 |
| 2019-09-30 | $10M | 85k | 118.48 |
| 2019-06-30 | $7.3M | 66k | 110.31 |
| 2019-03-31 | $7.2M | 74k | 97.35 |
| 2018-12-31 | $5.8M | 63k | 93.13 |
| 2018-09-30 | $7.3M | 78k | 93.91 |
| 2018-06-30 | $3.7M | 44k | 84.24 |
| 2018-03-31 | $3.0M | 33k | 89.03 |
| 2017-12-31 | $3.4M | 33k | 101.32 |
| 2017-09-30 | $4.0M | 50k | 80.40 |
| 2017-06-30 | $3.5M | 48k | 73.28 |
| 2017-03-31 | $3.8M | 53k | 71.68 |
| 2016-12-31 | $3.5M | 51k | 68.53 |
| 2016-09-30 | $3.8M | 53k | 71.76 |
| 2016-06-30 | $4.2M | 56k | 73.79 |
| 2016-03-31 | $3.5M | 51k | 68.39 |
| 2015-12-31 | $2.9M | 47k | 61.30 |
| 2015-09-30 | $2.6M | 40k | 64.84 |
| 2015-06-30 | $2.0M | 28k | 70.94 |
| 2015-03-31 | $2.3M | 28k | 82.26 |
| 2014-12-31 | $2.2M | 26k | 85.89 |
| 2014-09-30 | $2.2M | 29k | 76.47 |
| 2014-06-30 | $2.1M | 29k | 75.07 |
| 2014-03-31 | $2.3M | 31k | 76.44 |
| 2013-12-31 | $1.8M | 23k | 78.70 |