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
Download as csvQuarterly 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 |
More positions owned by Birch Financial Group
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