Wal-Mart Stores shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 103.06 |
| 2025-06-30 | $2.5M | 25k | 97.78 |
| 2024-12-31 | $2.3M | 22k | 105.05 |
| 2024-09-30 | $1.6M | 20k | 80.75 |
| 2024-06-30 | $1.4M | 20k | 67.71 |
| 2024-03-31 | $1.3M | 21k | 60.17 |
| 2023-12-31 | $2.2M | 14k | 157.64 |
| 2023-09-30 | $2.4M | 15k | 159.93 |
| 2023-06-30 | $5.3M | 34k | 157.18 |
| 2023-03-31 | $5.7M | 39k | 147.45 |
| 2022-12-31 | $5.2M | 37k | 141.79 |
| 2022-09-30 | $4.3M | 33k | 129.70 |
| 2022-06-30 | $4.0M | 33k | 121.58 |
| 2022-03-31 | $4.7M | 32k | 148.94 |
| 2021-12-31 | $3.8M | 26k | 144.68 |
| 2021-09-30 | $3.2M | 23k | 139.38 |
| 2021-06-30 | $2.7M | 19k | 141.01 |
| 2021-03-31 | $2.6M | 19k | 135.84 |
| 2020-12-31 | $2.0M | 14k | 144.16 |
| 2020-09-30 | $1.8M | 13k | 139.90 |
| 2020-06-30 | $1.6M | 14k | 119.80 |
| 2020-03-31 | $1.4M | 12k | 118.85 |
| 2019-12-31 | $1.4M | 12k | 118.85 |
| 2019-09-30 | $1.4M | 12k | 118.60 |
| 2019-06-30 | $1.6M | 14k | 111.44 |
| 2019-03-31 | $1.5M | 16k | 96.77 |
| 2018-12-31 | $1.3M | 14k | 98.81 |
| 2018-09-30 | $1.3M | 14k | 93.93 |
| 2018-06-30 | $1.0M | 12k | 85.67 |
| 2018-03-31 | $950k | 11k | 88.93 |
| 2017-12-31 | $706k | 7.8k | 90.36 |