Wal-Mart Stores shares owned by Richard C. Young & Co
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Richard C. Young & Co
from 13F filings
Historical chart of Richard C. Young & Co investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Richard C. Young & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 197k | 80.75 |
| 2024-06-30 | $13M | 193k | 67.71 |
| 2024-03-31 | $11M | 186k | 60.17 |
| 2023-12-31 | $9.1M | 58k | 157.65 |
| 2023-09-30 | $8.9M | 56k | 159.93 |
| 2023-06-30 | $8.8M | 56k | 157.18 |
| 2023-03-31 | $8.4M | 57k | 147.45 |
| 2022-12-31 | $9.2M | 65k | 141.79 |
| 2022-09-30 | $8.7M | 67k | 129.71 |
| 2022-06-30 | $8.3M | 68k | 121.57 |
| 2022-03-31 | $10M | 68k | 148.91 |
| 2021-12-31 | $10M | 70k | 144.68 |
| 2021-09-30 | $9.9M | 71k | 139.38 |
| 2021-06-30 | $10M | 72k | 141.03 |
| 2021-03-31 | $9.7M | 72k | 135.83 |
| 2020-12-31 | $10M | 71k | 144.15 |
| 2020-09-30 | $9.9M | 71k | 139.90 |
| 2020-06-30 | $8.4M | 70k | 119.79 |
| 2020-03-31 | $7.9M | 70k | 113.62 |
| 2019-12-31 | $8.1M | 68k | 118.84 |
| 2019-09-30 | $7.9M | 66k | 118.68 |
| 2019-06-30 | $7.2M | 65k | 110.49 |
| 2019-03-31 | $5.5M | 57k | 97.54 |
| 2018-12-31 | $5.0M | 54k | 93.14 |
| 2018-09-30 | $5.2M | 55k | 93.91 |
| 2018-06-30 | $4.7M | 55k | 85.64 |
| 2018-03-31 | $4.7M | 53k | 88.97 |
| 2017-12-31 | $5.0M | 51k | 98.74 |
| 2017-09-30 | $422k | 5.4k | 78.16 |