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Wal-Mart Stores shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 104k 124.28
2025-09-30 $16M 153k 103.06
2025-06-30 $15M 154k 97.78
2025-03-31 $13M 149k 87.79
2024-12-31 $13M 140k 90.35
2024-09-30 $10M 126k 80.75
2024-06-30 $7.8M 115k 67.71
2024-03-31 $7.9M 132k 60.17
2023-12-31 $6.6M 42k 157.65
2023-09-30 $4.6M 29k 159.93
2023-06-30 $4.1M 26k 157.18
2023-03-31 $3.7M 25k 147.45
2022-12-31 $3.5M 25k 141.79
2022-09-30 $2.9M 22k 129.70
2022-06-30 $2.7M 23k 121.59
2022-03-31 $4.3M 29k 148.93
2021-12-31 $4.0M 28k 144.69
2021-09-30 $4.0M 29k 139.38
2021-06-30 $3.2M 23k 141.02
2021-03-31 $3.2M 24k 135.84
2020-12-31 $3.9M 27k 144.15
2020-09-30 $2.6M 19k 139.91
2020-06-30 $2.3M 20k 119.78
2020-03-31 $1.6M 14k 113.62