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Wal-Mart Stores shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $107k 1.0k 103.06
2025-06-30 $100k 1.0k 97.78
2025-03-31 $77k 877 87.80
2024-12-31 $91k 1.0k 90.36
2024-09-30 $69k 852 80.76
2024-03-31 $51k 849 60.18
2023-12-31 $50k 315 157.67