Wal-Mart Stores shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $526k | 3.2k | 162.45 |
| 2023-06-30 | $322k | 2.1k | 154.58 |
| 2023-03-31 | $201k | 1.4k | 145.76 |
| 2021-03-31 | $206k | 1.5k | 134.99 |
| 2020-12-31 | $225k | 1.6k | 144.42 |
| 2020-09-30 | $213k | 1.6k | 137.42 |
| 2018-12-31 | $432k | 4.6k | 93.20 |
| 2018-09-30 | $613k | 6.5k | 93.93 |
| 2018-06-30 | $9.2M | 108k | 85.65 |
| 2018-03-31 | $9.8M | 110k | 88.97 |
| 2017-12-31 | $11M | 108k | 98.75 |
| 2017-09-30 | $8.6M | 110k | 78.14 |
| 2017-06-30 | $13M | 178k | 75.68 |
| 2017-03-31 | $13M | 175k | 72.08 |
| 2016-09-30 | $13M | 180k | 72.12 |
| 2016-06-30 | $13M | 182k | 72.81 |
| 2016-03-31 | $13M | 184k | 68.49 |
| 2015-12-31 | $12M | 201k | 61.30 |
| 2015-09-30 | $7.5M | 115k | 64.84 |
| 2015-06-30 | $9.1M | 128k | 70.93 |
| 2015-03-31 | $12M | 140k | 82.25 |
| 2014-12-31 | $13M | 149k | 85.88 |
| 2014-09-30 | $10M | 131k | 76.47 |
| 2014-06-30 | $10M | 135k | 75.07 |
| 2014-03-31 | $6.2M | 82k | 76.42 |
| 2013-12-31 | $2.5M | 32k | 78.69 |
| 2013-09-30 | $2.0M | 27k | 73.71 |
| 2013-06-30 | $1.6M | 22k | 74.48 |
| 2013-03-31 | $1.4M | 18k | 75.97 |
| 2012-12-31 | $1.1M | 15k | 69.22 |
| 2012-09-30 | $987k | 13k | 73.73 |
| 2012-06-30 | $3.7M | 53k | 69.35 |
| 2012-03-31 | $3.6M | 59k | 61.35 |
| 2011-12-31 | $3.5M | 59k | 59.76 |
| 2011-09-30 | $3.0M | 58k | 51.89 |
| 2011-06-30 | $1.4M | 27k | 53.50 |
| 2011-03-31 | $965k | 19k | 52.06 |
| 2010-12-31 | $765k | 14k | 53.90 |
More positions owned by Morningstar Investment Services
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