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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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
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