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Wal-Mart Stores shares owned by Peterson Wealth Management

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

Historical chart of Peterson Wealth Management investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Peterson 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 Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 51k 60.17
2023-12-31 $2.0M 13k 157.64
2023-09-30 $1.4M 8.8k 159.92
2023-06-30 $922k 5.9k 157.17
2023-03-31 $810k 5.5k 147.44
2022-12-31 $543k 3.8k 141.77
2022-09-30 $495k 3.8k 129.68
2022-03-31 $1.3M 8.6k 148.96
2021-12-31 $1.8M 12k 144.67
2021-09-30 $1.6M 12k 139.37
2021-06-30 $1.6M 12k 140.98
2021-03-31 $1.8M 13k 135.83
2020-12-31 $1.3M 9.3k 144.11
2020-09-30 $1.1M 7.7k 139.86
2020-06-30 $604k 5.0k 119.82
2020-03-31 $272k 2.4k 113.52
2019-12-31 $218k 1.9k 116.14