Wal-Mart Stores shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $350k | 3.1k | 111.41 |
| 2025-09-30 | $310k | 3.0k | 103.06 |
| 2025-06-30 | $293k | 3.0k | 97.78 |
| 2025-03-31 | $263k | 3.0k | 87.79 |
| 2024-12-31 | $260k | 2.9k | 90.35 |
| 2024-09-30 | $232k | 2.9k | 80.75 |
| 2022-06-30 | $163k | 1.3k | 121.28 |
More positions owned by Heritage Financial Services
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