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Wal-Mart Stores shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $148k 1.4k 103.06
2025-06-30 $256k 2.6k 97.80
2025-03-31 $367k 2.8k 129.57