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Wal-Mart Stores shares owned by West Branch Capital

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 65k 60.17
2023-12-31 $3.1M 19k 157.65
2023-09-30 $2.8M 18k 159.93
2023-06-30 $2.8M 18k 157.18
2023-03-31 $2.5M 17k 147.45
2022-12-31 $2.4M 17k 141.79
2022-09-30 $2.2M 17k 129.69
2022-06-30 $2.1M 17k 121.57
2022-03-31 $2.5M 17k 148.94
2021-12-31 $2.5M 17k 144.70
2021-09-30 $2.4M 17k 139.41
2021-06-30 $2.4M 17k 141.03
2021-03-31 $2.3M 17k 135.83
2020-12-31 $2.6M 18k 144.17
2020-09-30 $2.4M 17k 139.92
2020-06-30 $1.9M 16k 119.76
2020-03-31 $1.3M 12k 113.64
2019-12-31 $1.4M 12k 118.81