Wal-Mart Stores shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 18k | 103.06 |
| 2025-03-31 | $1.5M | 17k | 87.79 |
| 2024-12-31 | $1.6M | 17k | 90.35 |
| 2024-09-30 | $1.4M | 17k | 80.75 |
| 2024-06-30 | $1.2M | 17k | 67.71 |
| 2024-03-31 | $1.0M | 17k | 60.17 |
| 2023-12-31 | $861k | 5.5k | 157.65 |
| 2023-09-30 | $842k | 5.3k | 159.93 |
| 2023-06-30 | $824k | 5.2k | 157.17 |
| 2023-03-31 | $792k | 5.4k | 147.46 |
| 2022-12-31 | $763k | 5.4k | 142.34 |
| 2022-09-30 | $677k | 5.2k | 129.64 |
| 2022-06-30 | $585k | 4.8k | 121.55 |
| 2022-03-31 | $752k | 5.0k | 149.03 |
| 2021-12-31 | $709k | 4.9k | 144.78 |
| 2021-09-30 | $669k | 4.8k | 139.43 |
| 2021-06-30 | $686k | 4.8k | 142.62 |
| 2021-03-31 | $677k | 5.0k | 135.64 |
| 2020-12-31 | $711k | 4.9k | 144.16 |
| 2020-09-30 | $546k | 3.9k | 139.86 |
| 2020-06-30 | $494k | 4.1k | 119.73 |
| 2020-03-31 | $394k | 3.5k | 113.61 |
| 2019-12-31 | $419k | 3.5k | 118.76 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors