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Wal-Mart Stores shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 16k 111.41
2025-09-30 $1.7M 16k 103.06
2025-06-30 $1.6M 16k 97.78
2024-12-31 $1.4M 16k 90.35