Wal-Mart Stores shares owned by Welch & Forbes
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 529k | 103.06 |
| 2025-06-30 | $52M | 527k | 97.78 |
| 2025-03-31 | $46M | 520k | 87.79 |
| 2024-12-31 | $46M | 513k | 90.35 |
| 2024-09-30 | $41M | 510k | 80.75 |
| 2024-06-30 | $35M | 507k | 68.69 |
| 2024-03-31 | $31M | 510k | 60.17 |
| 2023-12-31 | $26M | 167k | 157.65 |
| 2023-09-30 | $27M | 166k | 159.93 |
| 2023-06-30 | $26M | 165k | 157.18 |
| 2023-03-31 | $24M | 164k | 147.45 |
| 2022-12-31 | $23M | 162k | 141.79 |
| 2022-09-30 | $21M | 161k | 129.70 |
| 2022-06-30 | $19M | 158k | 121.58 |
| 2022-03-31 | $23M | 152k | 148.92 |
| 2021-12-31 | $21M | 144k | 144.69 |
| 2021-09-30 | $19M | 138k | 139.38 |
| 2021-06-30 | $19M | 132k | 141.02 |
| 2021-03-31 | $17M | 126k | 135.83 |
| 2020-12-31 | $17M | 120k | 144.16 |
| 2020-09-30 | $17M | 120k | 139.91 |
| 2020-06-30 | $14M | 116k | 119.78 |
| 2020-03-31 | $13M | 114k | 113.61 |
| 2019-12-31 | $15M | 123k | 118.84 |
| 2019-09-30 | $15M | 124k | 118.68 |
| 2019-06-30 | $14M | 123k | 110.49 |
| 2019-03-31 | $12M | 123k | 97.54 |
| 2018-12-31 | $11M | 122k | 93.15 |
| 2018-09-30 | $11M | 121k | 93.91 |
| 2018-06-30 | $10M | 120k | 85.64 |
| 2018-03-31 | $11M | 121k | 88.97 |
| 2017-12-31 | $12M | 121k | 98.75 |
| 2017-09-30 | $9.5M | 121k | 78.14 |
| 2017-06-30 | $8.9M | 117k | 75.68 |
| 2017-03-31 | $8.4M | 117k | 72.08 |
| 2016-12-31 | $8.0M | 115k | 69.12 |
| 2016-09-30 | $8.1M | 113k | 72.13 |
| 2016-06-30 | $8.3M | 113k | 73.02 |
| 2016-03-31 | $7.9M | 115k | 68.49 |
| 2015-12-31 | $7.1M | 116k | 61.30 |
| 2015-09-30 | $8.7M | 134k | 64.84 |
| 2015-06-30 | $9.4M | 132k | 70.93 |
| 2015-03-31 | $11M | 133k | 82.25 |
| 2014-12-31 | $11M | 129k | 85.88 |
| 2014-09-30 | $9.7M | 127k | 76.46 |
| 2014-06-30 | $9.4M | 126k | 75.07 |
| 2014-03-31 | $5.2M | 68k | 76.43 |
| 2013-12-31 | $5.5M | 70k | 78.69 |
| 2013-09-30 | $5.3M | 71k | 73.96 |
| 2013-06-30 | $5.3M | 71k | 74.49 |
| 2013-03-31 | $5.7M | 76k | 74.83 |
| 2012-12-31 | $6.0M | 88k | 68.22 |
| 2012-09-30 | $6.7M | 91k | 73.81 |
| 2012-06-30 | $6.5M | 93k | 69.72 |
| 2012-03-31 | $5.7M | 93k | 61.19 |
| 2011-12-31 | $5.6M | 94k | 59.76 |
| 2011-09-30 | $4.8M | 93k | 51.90 |
| 2011-06-30 | $5.0M | 94k | 53.15 |
| 2011-03-31 | $5.0M | 95k | 52.05 |