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Wal-Mart Stores shares owned by Birch Financial Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $713k 6.4k 111.40
2025-09-30 $977k 9.5k 103.06
2025-06-30 $898k 9.2k 97.78
2025-03-31 $820k 9.3k 87.79
2024-12-31 $481k 5.3k 90.35