Wal-Mart Stores shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $949k | 9.2k | 103.06 |
| 2025-06-30 | $906k | 9.3k | 97.78 |
| 2025-03-31 | $766k | 8.7k | 87.79 |
| 2024-12-31 | $757k | 8.4k | 90.35 |
| 2024-09-30 | $613k | 7.6k | 80.75 |
| 2024-06-30 | $509k | 7.5k | 67.71 |
| 2024-03-31 | $439k | 7.3k | 60.17 |
| 2023-12-31 | $380k | 2.4k | 157.63 |
| 2023-09-30 | $433k | 2.7k | 159.91 |
| 2023-06-30 | $420k | 2.7k | 157.16 |
| 2023-03-31 | $393k | 2.7k | 147.43 |
| 2022-12-31 | $396k | 2.8k | 141.77 |
| 2022-09-30 | $301k | 2.3k | 129.85 |
| 2022-06-30 | $285k | 2.3k | 121.48 |
| 2022-03-31 | $347k | 2.3k | 149.12 |
| 2021-12-31 | $337k | 2.3k | 144.82 |
| 2021-09-30 | $332k | 2.4k | 139.55 |
| 2021-06-30 | $334k | 2.4k | 140.87 |
| 2021-03-31 | $320k | 2.4k | 136.00 |
| 2020-12-31 | $342k | 2.4k | 143.94 |