Wal-Mart Stores shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 37k | 103.06 |
| 2025-06-30 | $2.2M | 23k | 97.78 |
| 2025-03-31 | $1.9M | 22k | 88.03 |
| 2024-12-31 | $4.5M | 50k | 90.56 |
| 2024-09-30 | $4.1M | 51k | 80.75 |
| 2024-06-30 | $3.1M | 46k | 67.71 |
| 2024-03-31 | $986k | 16k | 60.37 |
| 2023-12-31 | $2.2M | 14k | 158.34 |
| 2023-09-30 | $2.5M | 16k | 159.93 |
| 2023-06-30 | $978k | 6.2k | 157.17 |
| 2023-03-31 | $907k | 6.1k | 148.02 |
| 2022-12-31 | $7.0M | 49k | 142.61 |
| 2022-09-30 | $3.0M | 23k | 129.68 |
| 2022-06-30 | $2.5M | 21k | 121.60 |
| 2022-03-31 | $3.6M | 25k | 148.91 |
| 2021-12-31 | $3.6M | 25k | 144.71 |
| 2021-09-30 | $3.3M | 23k | 139.38 |
| 2021-06-30 | $3.3M | 24k | 141.04 |
| 2021-03-31 | $2.8M | 21k | 135.85 |
| 2020-12-31 | $2.5M | 17k | 144.16 |
| 2020-09-30 | $2.2M | 16k | 139.88 |
| 2020-06-30 | $2.5M | 21k | 120.00 |
| 2020-03-31 | $1.6M | 14k | 113.65 |
| 2019-12-31 | $2.1M | 18k | 118.87 |
More positions owned by Steel Peak Wealth Management
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