Wal-Mart Stores shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 13k | 103.06 |
| 2025-06-30 | $1.2M | 12k | 97.78 |
| 2025-03-31 | $1.1M | 12k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $839k | 10k | 80.75 |
| 2024-06-30 | $710k | 11k | 67.71 |
| 2024-03-31 | $569k | 9.5k | 60.17 |
| 2023-12-31 | $504k | 3.2k | 157.63 |
| 2023-09-30 | $473k | 3.0k | 159.91 |
| 2023-06-30 | $451k | 2.9k | 157.25 |
| 2023-03-31 | $409k | 2.8k | 147.44 |
| 2022-12-31 | $388k | 2.7k | 141.76 |
| 2022-09-30 | $357k | 2.8k | 129.72 |
| 2022-06-30 | $336k | 2.8k | 121.74 |
| 2022-03-31 | $400k | 2.7k | 148.81 |
| 2021-12-31 | $373k | 2.6k | 144.57 |
| 2021-09-30 | $349k | 2.5k | 139.49 |
| 2021-06-30 | $344k | 2.4k | 140.98 |
| 2021-03-31 | $256k | 1.9k | 135.95 |
| 2020-12-31 | $172k | 1.2k | 144.05 |
| 2020-09-30 | $113k | 806 | 140.20 |
| 2020-06-30 | $95k | 796 | 119.35 |
| 2020-03-31 | $87k | 763 | 114.02 |
| 2019-12-31 | $90k | 760 | 118.42 |
| 2019-09-30 | $82k | 693 | 118.33 |
| 2019-06-30 | $76k | 691 | 109.99 |
| 2019-03-31 | $74k | 759 | 97.50 |
| 2018-12-31 | $32k | 344 | 93.02 |
| 2018-09-30 | $22k | 237 | 92.83 |
| 2018-06-30 | $20k | 236 | 84.75 |
| 2018-03-31 | $21k | 235 | 89.36 |
| 2017-12-31 | $7.0k | 72 | 97.22 |
| 2017-09-30 | $6.0k | 72 | 83.33 |
| 2016-09-30 | $222k | 3.1k | 72.22 |