Wal-Mart Stores shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 8.2k | 103.06 |
| 2025-06-30 | $930k | 9.5k | 97.79 |
| 2025-03-31 | $741k | 8.4k | 87.76 |
| 2024-12-31 | $839k | 9.3k | 90.36 |
| 2024-09-30 | $751k | 9.3k | 80.77 |
| 2024-06-30 | $617k | 9.1k | 67.70 |
| 2024-03-31 | $559k | 9.3k | 60.18 |
| 2023-12-31 | $549k | 3.5k | 157.53 |
| 2023-09-30 | $521k | 3.3k | 159.80 |
| 2023-06-30 | $489k | 3.1k | 157.05 |
| 2023-03-31 | $486k | 3.3k | 147.47 |
| 2022-12-31 | $469k | 3.3k | 141.83 |
| 2022-09-30 | $448k | 3.5k | 129.48 |
| 2022-06-30 | $417k | 2.8k | 148.88 |
| 2022-03-31 | $417k | 2.8k | 148.88 |
| 2021-12-31 | $383k | 2.7k | 144.47 |
| 2021-09-30 | $366k | 2.6k | 139.11 |
| 2021-06-30 | $351k | 2.5k | 140.79 |
| 2021-03-31 | $375k | 2.8k | 135.72 |
| 2020-12-31 | $318k | 2.2k | 144.09 |
More positions owned by Safeguard Investment Advisory Group
View all positions for Safeguard Investment Advisory Group