Wal-Mart Stores shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 116k | 103.06 |
| 2025-06-30 | $11M | 115k | 97.78 |
| 2024-12-31 | $10M | 114k | 90.35 |
| 2024-09-30 | $9.6M | 119k | 80.75 |
| 2024-06-30 | $8.5M | 126k | 67.71 |
| 2024-03-31 | $7.7M | 128k | 60.17 |
| 2023-12-31 | $6.8M | 43k | 157.62 |
| 2023-09-30 | $6.9M | 43k | 159.93 |
| 2023-06-30 | $6.9M | 44k | 157.18 |
| 2023-03-31 | $6.7M | 45k | 147.45 |
| 2022-12-31 | $6.6M | 46k | 141.79 |
| 2022-09-30 | $5.7M | 44k | 129.70 |
| 2022-06-30 | $4.9M | 41k | 121.54 |
| 2022-03-31 | $5.8M | 39k | 149.05 |
| 2021-12-31 | $5.6M | 38k | 144.71 |
| 2021-09-30 | $5.3M | 38k | 139.37 |
| 2021-06-30 | $5.5M | 39k | 141.02 |
| 2021-03-31 | $5.0M | 37k | 135.87 |
| 2020-12-31 | $5.8M | 41k | 144.14 |
| 2020-09-30 | $5.5M | 39k | 139.58 |
| 2020-06-30 | $4.3M | 36k | 119.90 |
| 2020-03-31 | $4.3M | 38k | 113.26 |
| 2019-12-31 | $4.1M | 34k | 118.53 |
| 2019-09-30 | $4.2M | 35k | 118.53 |
| 2019-06-30 | $3.9M | 35k | 110.62 |
| 2019-03-31 | $3.3M | 34k | 97.45 |
| 2018-12-31 | $3.2M | 34k | 93.06 |
| 2018-09-30 | $3.2M | 34k | 93.94 |
| 2018-06-30 | $2.9M | 33k | 85.66 |
| 2018-03-31 | $3.0M | 34k | 88.98 |
| 2017-12-31 | $3.3M | 34k | 98.33 |
| 2017-09-30 | $2.5M | 32k | 78.14 |
| 2017-06-30 | $2.4M | 32k | 75.50 |
| 2017-03-31 | $2.3M | 31k | 71.99 |
| 2016-12-31 | $2.1M | 30k | 69.71 |
| 2016-09-30 | $2.1M | 30k | 72.24 |
| 2016-06-30 | $2.1M | 29k | 73.01 |
| 2016-03-31 | $1.9M | 28k | 68.44 |
| 2015-12-31 | $1.6M | 26k | 61.30 |
| 2015-09-30 | $1.8M | 28k | 64.83 |
| 2015-06-30 | $2.0M | 29k | 70.98 |
| 2015-03-31 | $2.5M | 30k | 82.38 |
| 2014-12-31 | $2.6M | 30k | 86.19 |
| 2014-09-30 | $2.1M | 28k | 76.05 |
| 2014-06-30 | $2.0M | 27k | 74.78 |
| 2014-03-31 | $2.3M | 30k | 76.05 |
| 2013-12-31 | $2.4M | 31k | 78.58 |
| 2013-09-30 | $2.2M | 30k | 73.95 |
| 2013-06-30 | $2.2M | 29k | 74.78 |
| 2013-03-31 | $2.0M | 27k | 74.83 |
| 2012-12-31 | $1.8M | 27k | 68.24 |
| 2012-09-30 | $2.1M | 28k | 73.79 |
| 2012-06-30 | $1.9M | 28k | 66.67 |
| 2012-03-31 | $1.5M | 26k | 60.00 |
| 2011-12-31 | $1.5M | 24k | 60.00 |
| 2011-09-30 | $1.6M | 29k | 53.33 |
| 2011-06-30 | $1.5M | 27k | 53.14 |
| 2011-03-31 | $1.4M | 26k | 53.33 |