Wal-Mart Stores shares owned by Compass Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 103.06 |
| 2025-06-30 | $1.5M | 15k | 97.78 |
| 2025-03-31 | $1.3M | 15k | 87.79 |
| 2024-12-31 | $1.4M | 15k | 90.36 |
| 2024-09-30 | $1.2M | 15k | 80.75 |
| 2024-06-30 | $1.0M | 15k | 67.71 |
| 2024-03-31 | $920k | 15k | 60.17 |
| 2023-12-31 | $818k | 5.2k | 157.66 |
| 2023-09-30 | $766k | 4.8k | 159.94 |
| 2023-06-30 | $735k | 4.7k | 157.19 |
| 2023-03-31 | $421k | 2.9k | 147.46 |
| 2022-12-31 | $364k | 2.6k | 141.69 |