Wal-Mart Stores shares owned by Roxbury Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 21k | 103.06 |
| 2025-06-30 | $2.1M | 21k | 97.78 |
| 2025-03-31 | $2.1M | 22k | 98.61 |
| 2024-12-31 | $2.0M | 22k | 92.50 |