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