Wal-Mart Stores shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 3.4k | 103.05 |
| 2025-06-30 | $329k | 3.4k | 97.79 |
| 2025-03-31 | $295k | 3.4k | 87.79 |
| 2024-12-31 | $304k | 3.4k | 90.34 |
| 2024-09-30 | $271k | 3.4k | 80.74 |
| 2024-06-30 | $248k | 3.7k | 67.72 |
| 2024-03-31 | $220k | 3.7k | 60.17 |
| 2023-09-30 | $267k | 1.7k | 159.95 |
| 2023-06-30 | $289k | 1.8k | 157.15 |
| 2023-03-31 | $271k | 1.8k | 147.48 |
| 2022-12-31 | $260k | 1.8k | 141.77 |
| 2022-09-30 | $226k | 1.7k | 129.96 |
| 2022-03-31 | $209k | 1.4k | 149.18 |
| 2021-12-31 | $214k | 1.5k | 144.79 |
| 2021-09-30 | $230k | 1.6k | 139.48 |
| 2021-06-30 | $232k | 1.6k | 140.69 |
| 2021-03-31 | $224k | 1.6k | 136.00 |
| 2020-12-31 | $237k | 1.6k | 143.90 |
| 2020-09-30 | $243k | 1.7k | 139.90 |
| 2020-06-30 | $208k | 1.7k | 119.82 |
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