Wal-Mart Stores shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 294k | 103.06 |
| 2025-06-30 | $27M | 279k | 97.78 |
| 2025-03-31 | $25M | 285k | 87.80 |
| 2024-12-31 | $25M | 272k | 90.36 |
| 2024-09-30 | $20M | 252k | 80.75 |
| 2024-06-30 | $6.8M | 100k | 67.71 |
| 2024-03-31 | $3.5M | 59k | 60.38 |
| 2023-12-31 | $3.5M | 22k | 158.15 |
| 2023-09-30 | $3.3M | 21k | 159.93 |
| 2023-06-30 | $3.2M | 21k | 157.18 |
| 2023-03-31 | $3.1M | 21k | 148.01 |
| 2022-12-31 | $3.2M | 23k | 142.35 |
| 2022-09-30 | $3.2M | 25k | 129.70 |
| 2022-06-30 | $3.2M | 25k | 130.52 |
| 2022-03-31 | $3.6M | 24k | 149.47 |
| 2021-12-31 | $3.4M | 25k | 136.07 |
| 2021-09-30 | $3.4M | 25k | 139.40 |
| 2021-06-30 | $3.5M | 25k | 141.02 |
| 2021-03-31 | $3.6M | 26k | 138.78 |
| 2020-12-31 | $3.7M | 26k | 144.49 |
| 2020-09-30 | $3.3M | 24k | 139.91 |
| 2020-06-30 | $3.1M | 24k | 131.89 |
| 2019-12-31 | $2.9M | 24k | 119.38 |
| 2019-09-30 | $2.3M | 20k | 118.66 |
| 2019-06-30 | $1.7M | 16k | 107.70 |
| 2019-03-31 | $2.2M | 22k | 98.04 |
| 2018-12-31 | $2.7M | 27k | 96.98 |
More positions owned by Pensionmark Financial Group
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