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Wal-Mart Stores shares owned by Wealth Management Associates

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 12k 111.41
2025-09-30 $1.3M 12k 103.06
2025-06-30 $1.4M 14k 97.78
2025-03-31 $1.3M 14k 87.79
2024-12-31 $1.3M 15k 90.35
2024-09-30 $1.3M 16k 80.75
2024-06-30 $1.1M 17k 67.71
2024-03-31 $1.1M 17k 67.71
2023-12-31 $925k 5.9k 157.64
2023-09-30 $1.0M 6.4k 159.93
2023-06-30 $1000k 6.4k 157.18
2023-03-31 $931k 6.3k 147.45
2022-12-31 $800k 5.6k 141.78
2022-09-30 $727k 5.6k 129.69
2022-06-30 $634k 5.2k 121.58
2022-03-31 $804k 5.4k 148.93
2021-12-31 $801k 5.5k 144.68
2021-09-30 $687k 4.9k 139.38
2021-06-30 $588k 4.2k 141.03
2021-03-31 $464k 3.4k 135.84
2020-12-31 $467k 3.2k 144.15
2020-09-30 $454k 3.2k 139.91
2020-06-30 $388k 3.2k 119.77
2020-03-31 $401k 3.5k 113.61
2019-12-31 $389k 3.3k 118.82
2019-09-30 $388k 3.3k 118.66
2019-06-30 $318k 2.9k 110.50
2019-03-31 $280k 2.9k 97.55
2018-12-31 $267k 2.9k 93.17