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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Quarterly reported holdings in Wal-Mart Stores by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 52k | 103.06 |
| 2025-06-30 | $5.0M | 52k | 97.78 |
| 2025-03-31 | $1.6M | 18k | 87.79 |
| 2024-12-31 | $1.6M | 18k | 90.35 |
| 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 |