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Wal-Mart Stores shares owned by Fernwood Investment Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Fernwood Investment Management from 13F filings

Historical chart of Fernwood Investment Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 11k 89.46
2023-12-31 $1.5M 9.9k 149.94
2023-09-30 $1.5M 9.9k 150.50
2023-06-30 $1.5M 9.9k 149.83
2023-03-31 $955k 6.5k 147.45
2022-12-31 $327k 2.3k 141.82
2022-09-30 $298k 2.3k 129.90
2022-06-30 $279k 2.3k 121.62
2022-03-31 $356k 2.4k 148.71
2021-12-31 $335k 2.3k 144.52
2021-09-30 $341k 2.4k 139.58
2021-06-30 $280k 2.0k 141.27
2021-03-31 $224k 1.7k 135.76
2019-09-30 $681k 5.7k 118.64