Wal-Mart Stores shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 253k | 103.06 |
| 2025-06-30 | $25M | 254k | 97.78 |
| 2025-03-31 | $23M | 259k | 87.79 |
| 2024-12-31 | $23M | 258k | 90.35 |
| 2024-09-30 | $21M | 259k | 80.75 |
| 2024-06-30 | $18M | 262k | 67.71 |
| 2024-03-31 | $16M | 259k | 60.17 |
| 2023-12-31 | $13M | 83k | 157.65 |
| 2023-09-30 | $13M | 81k | 159.93 |
| 2023-06-30 | $12M | 79k | 157.18 |
| 2023-03-31 | $12M | 80k | 147.45 |
| 2022-12-31 | $11M | 79k | 141.79 |
| 2022-09-30 | $10M | 78k | 129.69 |
| 2022-06-30 | $8.9M | 74k | 121.58 |
| 2022-03-31 | $10M | 70k | 148.92 |
| 2021-12-31 | $9.4M | 65k | 144.70 |
| 2021-09-30 | $8.8M | 63k | 139.38 |
| 2021-06-30 | $8.7M | 61k | 141.01 |
| 2021-03-31 | $8.0M | 59k | 135.83 |
| 2020-12-31 | $8.3M | 58k | 144.15 |
| 2020-09-30 | $8.4M | 60k | 139.91 |
| 2020-06-30 | $7.1M | 59k | 119.77 |
| 2020-03-31 | $6.7M | 59k | 113.62 |
| 2019-12-31 | $6.7M | 56k | 118.88 |
| 2019-09-30 | $6.7M | 56k | 118.68 |
| 2019-06-30 | $6.1M | 55k | 110.50 |
| 2019-03-31 | $5.3M | 54k | 97.53 |
| 2018-12-31 | $5.0M | 54k | 93.16 |
| 2018-09-30 | $4.9M | 52k | 93.75 |
| 2018-06-30 | $4.4M | 52k | 85.27 |
| 2018-03-31 | $4.6M | 52k | 88.96 |
| 2017-12-31 | $1.0M | 11k | 98.53 |
| 2017-09-30 | $242k | 3.1k | 77.94 |
| 2017-06-30 | $206k | 2.7k | 75.51 |
| 2016-06-30 | $270k | 3.2k | 83.33 |
| 2015-06-30 | $215k | 3.5k | 61.22 |
| 2015-03-31 | $283k | 3.5k | 81.87 |
| 2014-12-31 | $303k | 3.5k | 87.72 |
| 2014-09-30 | $265k | 3.5k | 76.02 |
| 2014-06-30 | $280k | 3.7k | 76.02 |
| 2014-03-31 | $257k | 3.4k | 76.02 |
| 2013-12-31 | $244k | 3.2k | 76.02 |
| 2013-09-30 | $237k | 3.2k | 73.73 |
| 2013-06-30 | $223k | 2.9k | 76.02 |
| 2013-03-31 | $231k | 3.1k | 74.84 |
| 2012-12-31 | $209k | 3.0k | 70.18 |