Wal-Mart Stores shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 93k | 103.06 |
| 2025-06-30 | $8.8M | 91k | 97.77 |
| 2025-03-31 | $7.6M | 87k | 87.79 |
| 2024-12-31 | $7.4M | 82k | 90.35 |
| 2024-09-30 | $6.9M | 86k | 80.75 |
| 2024-06-30 | $6.0M | 88k | 67.71 |
| 2024-03-31 | $5.3M | 87k | 60.17 |
| 2023-12-31 | $4.8M | 30k | 157.65 |
| 2023-09-30 | $9.7M | 61k | 159.93 |
| 2023-06-30 | $4.7M | 30k | 157.18 |
| 2023-03-31 | $4.4M | 30k | 147.45 |
| 2022-12-31 | $4.1M | 29k | 141.79 |
| 2022-09-30 | $3.8M | 29k | 129.69 |
| 2022-06-30 | $2.8M | 23k | 121.60 |
| 2022-03-31 | $3.4M | 23k | 148.94 |
| 2021-12-31 | $3.2M | 22k | 144.69 |
| 2021-09-30 | $2.9M | 21k | 139.39 |
| 2021-06-30 | $2.8M | 20k | 141.03 |
| 2021-03-31 | $2.8M | 20k | 140.63 |
| 2020-12-31 | $2.6M | 18k | 144.15 |
| 2020-09-30 | $2.5M | 18k | 139.92 |
| 2020-06-30 | $2.3M | 19k | 119.80 |
| 2020-03-31 | $2.1M | 19k | 113.64 |
| 2019-12-31 | $2.1M | 18k | 118.82 |
| 2019-09-30 | $2.1M | 17k | 118.68 |
| 2019-06-30 | $1.8M | 17k | 110.50 |
| 2019-03-31 | $1.7M | 17k | 97.52 |
| 2018-12-31 | $1.5M | 16k | 93.15 |
| 2018-09-30 | $1.5M | 16k | 93.94 |
| 2018-06-30 | $1.4M | 16k | 85.67 |
| 2018-03-31 | $1.4M | 16k | 88.97 |
| 2017-12-31 | $1.5M | 16k | 98.73 |
| 2017-09-30 | $1.2M | 15k | 78.16 |
| 2017-06-30 | $1.2M | 15k | 75.67 |
| 2017-03-31 | $1.1M | 15k | 75.16 |
| 2016-12-31 | $1.0M | 15k | 69.09 |
| 2016-09-30 | $1.1M | 15k | 72.13 |
| 2016-06-30 | $1.6M | 22k | 73.02 |
| 2016-03-31 | $1.1M | 16k | 68.46 |
| 2015-12-31 | $1.0M | 17k | 61.31 |
| 2015-09-30 | $950k | 15k | 64.86 |
| 2015-06-30 | $1.5M | 21k | 70.91 |
| 2015-03-31 | $2.6M | 31k | 82.25 |
| 2014-12-31 | $2.8M | 33k | 85.88 |
| 2014-09-30 | $4.2M | 55k | 76.47 |
| 2014-06-30 | $4.2M | 56k | 75.07 |
| 2014-03-31 | $4.3M | 56k | 76.43 |
| 2013-12-31 | $4.2M | 53k | 78.70 |
| 2013-09-30 | $4.1M | 56k | 73.97 |
| 2013-06-30 | $4.2M | 56k | 74.49 |
| 2013-03-31 | $4.1M | 54k | 74.84 |
| 2012-12-31 | $3.5M | 51k | 68.22 |
| 2012-09-30 | $3.5M | 48k | 73.81 |
| 2012-06-30 | $3.3M | 47k | 69.72 |
| 2012-03-31 | $3.5M | 58k | 61.20 |
| 2011-12-31 | $3.6M | 59k | 59.77 |
| 2011-09-30 | $3.1M | 60k | 51.90 |
| 2011-06-30 | $3.2M | 60k | 53.14 |
| 2003-06-30 | $1.4M | 26k | 53.69 |
| 2002-09-30 | $1.2M | 24k | 49.22 |
| 2002-06-30 | $1.2M | 22k | 55.00 |
| 2002-03-31 | $1.0M | 17k | 61.33 |
| 2001-09-30 | $745k | 15k | 49.50 |
| 2001-06-30 | $711k | 15k | 48.78 |
| 2001-03-31 | $612k | 12k | 50.47 |
| 2000-09-30 | $702k | 15k | 48.14 |
| 2000-06-30 | $840k | 15k | 57.61 |
| 2000-03-31 | $790k | 14k | 56.51 |