Wal-Mart Stores shares owned by Oxford Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $840k | 8.1k | 103.06 |
| 2025-06-30 | $691k | 7.1k | 97.78 |
| 2025-03-31 | $724k | 8.2k | 87.79 |
| 2024-12-31 | $1.2M | 14k | 90.35 |
| 2024-09-30 | $1.1M | 14k | 80.75 |
| 2024-03-31 | $917k | 15k | 60.17 |
| 2023-12-31 | $782k | 5.0k | 157.65 |
| 2023-09-30 | $970k | 6.1k | 159.93 |
| 2023-06-30 | $1.0M | 6.6k | 157.18 |
| 2023-03-31 | $535k | 3.6k | 147.45 |
| 2022-12-31 | $472k | 3.3k | 141.79 |
| 2022-09-30 | $388k | 3.0k | 129.72 |
| 2022-06-30 | $387k | 3.2k | 121.74 |
| 2022-03-31 | $416k | 2.8k | 149.05 |
| 2021-12-31 | $430k | 3.0k | 144.83 |
| 2021-09-30 | $382k | 2.7k | 139.42 |
| 2021-06-30 | $396k | 2.8k | 141.08 |
| 2021-03-31 | $385k | 2.8k | 135.95 |
| 2020-12-31 | $405k | 2.8k | 144.28 |
| 2020-09-30 | $397k | 2.8k | 140.04 |
| 2020-06-30 | $476k | 4.0k | 119.69 |
| 2020-03-31 | $318k | 2.8k | 113.57 |