Wal-Mart Stores shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 69k | 103.06 |
| 2025-06-30 | $6.2M | 63k | 97.78 |
| 2025-03-31 | $5.4M | 62k | 87.79 |
| 2024-12-31 | $7.4M | 82k | 90.35 |
| 2024-09-30 | $6.9M | 86k | 80.75 |
| 2024-06-30 | $5.7M | 84k | 67.71 |
| 2024-03-31 | $4.8M | 80k | 60.17 |
| 2023-09-30 | $3.9M | 24k | 159.93 |
| 2023-06-30 | $3.7M | 23k | 157.18 |
| 2023-03-31 | $3.3M | 23k | 147.45 |
| 2022-12-31 | $4.4M | 31k | 141.79 |
| 2022-09-30 | $3.9M | 30k | 129.69 |
| 2022-06-30 | $3.6M | 30k | 121.59 |
| 2022-03-31 | $3.4M | 23k | 148.90 |
| 2021-12-31 | $3.3M | 23k | 144.71 |
| 2021-09-30 | $3.2M | 23k | 139.36 |
| 2021-06-30 | $3.1M | 22k | 141.03 |
| 2020-12-31 | $3.4M | 24k | 144.16 |
| 2020-06-30 | $2.6M | 22k | 119.79 |
| 2019-12-31 | $2.3M | 20k | 118.85 |
| 2019-09-30 | $2.4M | 20k | 118.67 |
| 2019-06-30 | $2.4M | 22k | 110.48 |
| 2019-03-31 | $2.2M | 22k | 97.53 |
| 2018-12-31 | $1.9M | 21k | 93.17 |
| 2018-09-30 | $1.3M | 14k | 93.92 |
| 2018-06-30 | $971k | 11k | 85.65 |
| 2018-03-31 | $1.6M | 18k | 88.98 |
| 2017-12-31 | $1.8M | 18k | 98.77 |
| 2017-09-30 | $1.3M | 17k | 78.12 |
| 2017-06-30 | $1.2M | 16k | 75.66 |
| 2017-03-31 | $1.1M | 15k | 72.06 |
| 2016-12-31 | $1.0M | 15k | 69.14 |
| 2016-09-30 | $962k | 13k | 72.15 |
| 2016-06-30 | $844k | 12k | 73.02 |
| 2016-03-31 | $753k | 11k | 68.45 |
| 2015-12-31 | $709k | 12k | 61.27 |
| 2015-09-30 | $550k | 8.5k | 64.79 |
| 2015-06-30 | $576k | 8.1k | 70.81 |
| 2015-03-31 | $636k | 7.7k | 82.22 |
| 2014-12-31 | $477k | 5.6k | 85.95 |
| 2014-09-30 | $399k | 5.2k | 76.50 |
| 2014-06-30 | $2.5M | 33k | 75.07 |
| 2014-03-31 | $201k | 2.6k | 76.57 |
| 2013-12-31 | $77k | 982 | 78.41 |
| 2013-09-30 | $142k | 1.9k | 73.73 |
| 2013-06-30 | $185k | 2.5k | 74.45 |