Wal-Mart Stores shares owned by Wealth Management Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.2M | 136k | 60.17 |
| 2023-12-31 | $7.1M | 45k | 157.65 |
| 2023-09-30 | $7.2M | 45k | 159.93 |
| 2023-06-30 | $7.1M | 45k | 157.18 |
| 2023-03-31 | $6.7M | 46k | 147.45 |
| 2022-12-31 | $6.5M | 46k | 141.80 |
| 2022-09-30 | $6.0M | 46k | 129.71 |
| 2022-06-30 | $5.6M | 46k | 121.58 |
| 2022-03-31 | $3.1M | 21k | 148.94 |
| 2021-12-31 | $3.2M | 22k | 144.68 |
| 2021-09-30 | $3.1M | 22k | 139.40 |
| 2021-06-30 | $3.1M | 22k | 141.01 |
| 2021-03-31 | $3.3M | 24k | 135.83 |
| 2020-12-31 | $3.7M | 26k | 144.16 |
| 2020-09-30 | $4.0M | 28k | 139.91 |
| 2020-06-30 | $3.5M | 29k | 119.76 |
| 2020-03-31 | $4.6M | 40k | 113.61 |
| 2019-12-31 | $5.2M | 43k | 118.84 |
| 2019-09-30 | $5.4M | 45k | 118.67 |
| 2019-06-30 | $4.9M | 44k | 110.49 |
| 2019-03-31 | $4.5M | 46k | 97.54 |
| 2018-12-31 | $4.4M | 48k | 93.14 |
| 2018-09-30 | $4.2M | 45k | 93.92 |
| 2018-06-30 | $3.6M | 42k | 85.66 |
| 2018-03-31 | $4.1M | 47k | 88.98 |
| 2017-12-31 | $10M | 103k | 98.75 |
| 2017-09-30 | $8.3M | 107k | 78.14 |
| 2017-06-30 | $8.0M | 106k | 75.68 |
| 2017-03-31 | $5.0M | 70k | 72.08 |
| 2016-12-31 | $9.4M | 136k | 69.12 |
| 2016-09-30 | $11M | 146k | 72.12 |
| 2016-06-30 | $11M | 145k | 73.02 |
| 2016-03-31 | $10M | 152k | 68.49 |
| 2015-12-31 | $7.9M | 128k | 61.30 |
| 2015-09-30 | $4.1M | 64k | 64.84 |
| 2015-06-30 | $3.3M | 46k | 70.93 |
| 2015-03-31 | $4.2M | 51k | 82.24 |
| 2014-12-31 | $4.4M | 51k | 85.89 |
| 2014-09-30 | $3.6M | 47k | 76.47 |
| 2014-06-30 | $3.5M | 47k | 75.07 |
| 2014-03-31 | $3.6M | 47k | 76.42 |
| 2013-12-31 | $6.1M | 77k | 78.69 |
| 2013-09-30 | $6.0M | 81k | 73.96 |
| 2013-06-30 | $6.0M | 81k | 74.49 |
| 2013-03-31 | $6.6M | 88k | 74.82 |
| 2012-12-31 | $6.4M | 94k | 68.22 |
| 2012-09-30 | $7.0M | 95k | 73.80 |
| 2012-06-30 | $6.7M | 97k | 69.71 |
| 2012-03-31 | $5.9M | 97k | 61.20 |
| 2011-12-31 | $5.8M | 97k | 59.76 |
| 2011-09-30 | $5.0M | 96k | 51.90 |
| 2011-06-30 | $5.4M | 101k | 53.14 |
| 2011-03-31 | $5.3M | 102k | 52.05 |