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Wal-Mart Stores shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 10k 103.07
2025-06-30 $1.0M 11k 97.78
2025-03-31 $501k 5.7k 87.80
2024-12-31 $366k 4.1k 90.36

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