Wal-Mart Stores shares owned by Wealth Effects
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 103.06 |
| 2025-06-30 | $1.1M | 11k | 97.78 |
| 2025-03-31 | $1.0M | 12k | 87.79 |
| 2024-12-31 | $1.2M | 13k | 90.35 |
| 2024-09-30 | $1.1M | 14k | 80.75 |
| 2024-06-30 | $999k | 15k | 67.71 |
| 2024-03-31 | $852k | 14k | 60.17 |
| 2023-12-31 | $789k | 5.0k | 157.64 |
| 2023-09-30 | $752k | 4.7k | 159.92 |
| 2023-06-30 | $751k | 4.8k | 157.17 |
| 2023-03-31 | $719k | 4.9k | 147.46 |
| 2022-12-31 | $745k | 5.3k | 141.79 |
| 2022-09-30 | $688k | 5.3k | 129.76 |
| 2022-06-30 | $639k | 5.3k | 121.55 |
| 2022-03-31 | $735k | 4.9k | 148.88 |
| 2021-12-31 | $686k | 4.7k | 144.70 |