Wal-Mart Stores shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 18k | 103.06 |
| 2025-06-30 | $1.8M | 19k | 97.78 |
| 2025-03-31 | $1.7M | 19k | 87.79 |
| 2024-12-31 | $1.7M | 19k | 90.35 |
| 2024-09-30 | $1.5M | 19k | 80.75 |
| 2024-03-31 | $1.1M | 18k | 60.17 |
| 2023-12-31 | $874k | 5.5k | 157.65 |
| 2023-09-30 | $869k | 5.4k | 159.93 |
| 2023-06-30 | $854k | 5.4k | 157.18 |
| 2023-03-31 | $801k | 5.4k | 147.45 |
| 2020-12-31 | $497k | 3.4k | 144.10 |
| 2020-09-30 | $427k | 3.0k | 140.05 |
| 2020-06-30 | $365k | 3.0k | 119.71 |
| 2020-03-31 | $340k | 3.0k | 113.56 |
| 2019-12-31 | $386k | 3.2k | 118.99 |
| 2019-09-30 | $284k | 2.4k | 118.73 |
| 2019-06-30 | $247k | 2.2k | 110.61 |
| 2019-03-31 | $218k | 2.2k | 97.63 |
| 2017-06-30 | $204k | 2.7k | 75.56 |
| 2016-09-30 | $422k | 5.9k | 72.14 |
| 2016-06-30 | $427k | 5.9k | 72.99 |
| 2016-03-31 | $408k | 6.0k | 68.57 |
| 2015-12-31 | $395k | 6.5k | 61.24 |
| 2015-09-30 | $571k | 8.8k | 64.89 |
| 2015-06-30 | $599k | 8.5k | 70.89 |
| 2015-03-31 | $726k | 8.5k | 85.92 |
| 2014-12-31 | $726k | 8.5k | 85.92 |
| 2014-09-30 | $623k | 8.2k | 76.44 |
| 2014-06-30 | $642k | 8.6k | 75.09 |
| 2014-03-31 | $153M | 2.0M | 76.43 |
| 2013-12-31 | $665k | 8.5k | 78.70 |
| 2013-09-30 | $662k | 9.0k | 73.97 |
| 2013-06-30 | $667k | 9.0k | 74.53 |
| 2013-03-31 | $670k | 9.0k | 74.86 |
| 2012-12-31 | $617k | 9.1k | 68.18 |
| 2012-09-30 | $668k | 9.1k | 73.81 |
| 2012-06-30 | $625k | 9.0k | 69.72 |
| 2012-03-31 | $549k | 9.0k | 61.24 |
| 2011-09-30 | $465k | 9.0k | 51.87 |
| 2011-06-30 | $476k | 9.0k | 53.10 |