Wal-Mart Stores shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $816k | 7.9k | 103.06 |
| 2025-06-30 | $731k | 7.5k | 97.79 |
| 2025-03-31 | $646k | 7.4k | 87.78 |
| 2024-12-31 | $646k | 7.1k | 90.35 |
| 2024-09-30 | $576k | 7.1k | 80.75 |
| 2024-06-30 | $477k | 7.0k | 67.71 |
| 2024-03-31 | $389k | 6.5k | 60.17 |
| 2023-12-31 | $334k | 2.1k | 157.66 |
| 2023-09-30 | $316k | 2.0k | 159.95 |
| 2023-06-30 | $308k | 2.0k | 157.19 |
| 2023-03-31 | $285k | 1.9k | 147.44 |
| 2022-12-31 | $271k | 1.9k | 141.76 |
| 2022-09-30 | $238k | 1.8k | 129.91 |
| 2022-03-31 | $253k | 1.7k | 149.17 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management