Wal-Mart Stores shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 14k | 107.56 |
| 2025-06-30 | $1.4M | 14k | 97.78 |
| 2025-03-31 | $1.2M | 14k | 87.79 |
| 2024-12-31 | $1.3M | 14k | 90.35 |
| 2024-09-30 | $1.2M | 14k | 82.62 |
| 2024-06-30 | $885k | 13k | 67.71 |
| 2024-03-31 | $787k | 13k | 60.28 |
| 2023-12-31 | $661k | 4.2k | 157.65 |
| 2023-09-30 | $675k | 4.2k | 161.00 |
| 2023-06-30 | $680k | 4.3k | 158.97 |
| 2023-03-31 | $749k | 5.1k | 147.46 |
| 2022-12-31 | $908k | 6.3k | 143.31 |
| 2022-09-30 | $700k | 5.0k | 140.87 |
| 2022-06-30 | $926k | 7.6k | 121.63 |
| 2022-03-31 | $875k | 5.6k | 156.75 |
| 2021-12-31 | $811k | 5.6k | 144.67 |
| 2021-09-30 | $779k | 5.6k | 139.33 |
| 2021-06-30 | $822k | 5.8k | 141.09 |
| 2021-03-31 | $776k | 5.7k | 135.55 |
| 2020-12-31 | $825k | 5.7k | 144.23 |