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Wal-Mart Stores shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 23k 60.17
2023-09-30 $1.1M 6.7k 159.94
2023-06-30 $1.1M 6.7k 157.19
2023-03-31 $1.0M 6.9k 147.46
2022-12-31 $1.0M 7.2k 141.80
2022-09-30 $895k 6.9k 129.71
2022-06-30 $764k 6.3k 121.60
2022-03-31 $739k 5.0k 148.87
2021-12-31 $1.5M 10k 144.72
2021-09-30 $1.4M 10k 139.38
2021-06-30 $1.8M 13k 141.03
2021-03-31 $1.7M 12k 135.80
2020-12-31 $1.6M 11k 144.12
2020-09-30 $1.8M 13k 139.91
2020-06-30 $1.5M 13k 119.78
2020-03-31 $788k 6.9k 113.59
2019-12-31 $839k 7.1k 118.91
2019-09-30 $812k 6.8k 118.61