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Wal-Mart Stores shares owned by Ullmann Financial

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ullmann Financial from 13F filings

Historical chart of Ullmann Financial investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $617k 3.9k 157.65
2023-09-30 $596k 3.7k 159.93
2023-06-30 $569k 3.6k 157.18
2023-03-31 $523k 3.5k 147.45
2022-12-31 $484k 3.4k 141.79
2022-09-30 $411k 3.2k 129.61
2022-06-30 $378k 3.1k 121.62
2022-03-31 $459k 3.1k 148.88
2021-12-31 $330k 2.3k 144.55
2021-09-30 $318k 2.3k 139.29
2021-06-30 $322k 2.3k 140.98
2021-03-31 $307k 2.3k 135.96
2020-12-31 $325k 2.3k 143.93
2020-09-30 $316k 2.3k 139.95
2020-06-30 $270k 2.3k 119.57
2020-03-31 $256k 2.3k 113.37
2019-12-31 $268k 2.3k 118.69
2019-09-30 $268k 2.3k 118.69
2019-06-30 $255k 2.3k 110.39
2019-03-31 $225k 2.3k 97.40
2018-12-31 $215k 2.3k 93.07
2018-09-30 $216k 2.3k 93.51
2017-09-30 $252k 3.5k 71.86
2017-06-30 $256k 3.4k 75.45
2017-03-31 $244k 3.4k 71.91
2016-12-31 $225k 3.4k 66.31