Wal-Mart Stores shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 58k | 103.06 |
| 2025-06-30 | $10M | 104k | 97.78 |
| 2025-03-31 | $5.0M | 57k | 87.79 |
| 2024-12-31 | $1.1M | 13k | 90.35 |
| 2024-09-30 | $4.2M | 52k | 80.75 |
| 2024-06-30 | $13M | 190k | 67.71 |
| 2024-03-31 | $12M | 204k | 60.17 |
| 2023-12-31 | $2.1M | 13k | 157.65 |
| 2023-09-30 | $1.0M | 6.5k | 159.93 |
| 2023-06-30 | $933k | 5.9k | 157.17 |
| 2023-03-31 | $809k | 5.5k | 147.45 |
| 2022-12-31 | $778k | 5.5k | 141.78 |
| 2022-09-30 | $700k | 5.4k | 129.75 |
| 2022-06-30 | $655k | 5.4k | 121.52 |
| 2022-03-31 | $817k | 5.5k | 149.01 |