Wal-Mart Stores shares owned by Union Heritage Capital
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 36k | 103.06 |
| 2025-06-30 | $3.6M | 36k | 97.78 |
| 2025-03-31 | $3.2M | 36k | 87.79 |
| 2024-12-31 | $3.3M | 36k | 90.35 |
| 2024-09-30 | $2.9M | 36k | 80.75 |
| 2024-06-30 | $2.5M | 36k | 67.71 |
| 2024-03-31 | $2.2M | 36k | 60.17 |
| 2023-12-31 | $1.6M | 11k | 157.65 |
| 2023-09-30 | $1.7M | 11k | 159.93 |
| 2023-06-30 | $1.6M | 11k | 157.22 |
| 2023-03-31 | $1.5M | 11k | 147.37 |
| 2022-12-31 | $1.5M | 11k | 142.39 |
| 2022-09-30 | $1.4M | 11k | 129.67 |
| 2022-06-30 | $1.3M | 11k | 121.63 |
| 2022-03-31 | $1.6M | 11k | 148.90 |
| 2021-12-31 | $1.5M | 11k | 144.69 |
| 2021-09-30 | $1.5M | 11k | 139.43 |
| 2021-06-30 | $1.5M | 11k | 140.96 |
| 2021-03-31 | $1.4M | 11k | 135.79 |