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Wal-Mart Stores shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 18k 80.75
2024-06-30 $1.2M 18k 67.71
2024-03-31 $1.1M 18k 60.17
2023-12-31 $958k 6.1k 157.64
2023-09-30 $901k 5.6k 159.92
2023-06-30 $891k 5.7k 157.19
2023-03-31 $829k 5.6k 147.44
2022-12-31 $798k 5.6k 141.78
2022-09-30 $730k 5.6k 129.78
2022-06-30 $681k 5.6k 121.50
2022-03-31 $832k 5.6k 148.97
2021-12-31 $813k 5.6k 144.71