Wal-Mart Stores shares owned by Waddell & Associates
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 51k | 103.06 |
| 2025-06-30 | $3.9M | 40k | 97.78 |
| 2025-03-31 | $3.4M | 39k | 87.79 |
| 2024-12-31 | $3.5M | 39k | 90.35 |
| 2024-09-30 | $3.1M | 38k | 80.75 |
| 2024-06-30 | $2.6M | 38k | 67.71 |
| 2024-03-31 | $2.3M | 38k | 60.17 |
| 2023-09-30 | $3.0M | 19k | 159.93 |
| 2023-06-30 | $2.9M | 19k | 157.18 |
| 2023-03-31 | $2.7M | 19k | 147.45 |
| 2022-12-31 | $2.6M | 19k | 141.79 |
| 2022-09-30 | $2.4M | 19k | 129.72 |
| 2022-06-30 | $2.6M | 21k | 121.56 |
| 2022-03-31 | $3.1M | 21k | 148.91 |
| 2021-12-31 | $3.0M | 21k | 144.67 |
| 2021-09-30 | $2.7M | 19k | 139.35 |
| 2021-06-30 | $2.1M | 15k | 141.03 |