Wal-Mart Stores shares owned by Forum Financial Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 73k | 103.06 |
| 2025-06-30 | $7.2M | 73k | 97.78 |
| 2025-03-31 | $6.5M | 74k | 87.79 |
| 2024-12-31 | $6.8M | 75k | 90.35 |
| 2024-09-30 | $5.8M | 72k | 80.75 |
| 2024-06-30 | $4.7M | 70k | 67.71 |
| 2024-03-31 | $4.4M | 73k | 60.17 |
| 2023-12-31 | $3.7M | 24k | 157.65 |
| 2023-09-30 | $3.2M | 20k | 159.93 |
| 2023-06-30 | $3.1M | 20k | 157.18 |
| 2023-03-31 | $2.8M | 19k | 147.45 |
| 2022-12-31 | $2.7M | 19k | 141.79 |
| 2022-09-30 | $2.5M | 19k | 129.70 |
| 2022-06-30 | $2.1M | 17k | 121.55 |
| 2022-03-31 | $3.1M | 21k | 148.93 |
| 2021-12-31 | $3.1M | 22k | 144.67 |
More positions owned by Forum Financial Management
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