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Wal-Mart Stores shares owned by Trail Ridge Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Trail Ridge Investment Advisors from 13F filings

Historical chart of Trail Ridge Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Trail Ridge Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Trail Ridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $402k 3.6k 111.41
2025-09-30 $361k 3.5k 103.06
2025-06-30 $326k 3.3k 97.98
2025-03-31 $336k 3.8k 87.79
2024-12-31 $409k 4.5k 90.35
2024-09-30 $359k 4.3k 83.27
2024-06-30 $291k 4.3k 67.71
2024-03-31 $225k 3.7k 60.17
2023-06-30 $346k 2.2k 157.18
2023-03-31 $324k 2.2k 147.45
2022-12-31 $320k 2.3k 141.79
2022-09-30 $322k 2.3k 142.73
2022-06-30 $344k 2.8k 121.51
2022-03-31 $422k 2.8k 149.06
2021-12-31 $414k 2.9k 144.86