Wal-Mart Stores shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 43k | 103.06 |
| 2025-06-30 | $3.8M | 39k | 97.78 |
| 2025-03-31 | $3.1M | 35k | 87.79 |
| 2024-12-31 | $3.1M | 34k | 90.35 |
| 2024-09-30 | $2.5M | 32k | 80.75 |
| 2024-06-30 | $2.1M | 30k | 67.71 |
| 2024-03-31 | $1.6M | 27k | 60.17 |
| 2023-12-31 | $1.4M | 8.7k | 157.65 |
| 2023-09-30 | $1.3M | 8.2k | 159.93 |
| 2023-06-30 | $1.2M | 7.9k | 157.18 |
| 2023-03-31 | $1.1M | 7.4k | 147.45 |
| 2022-12-31 | $756k | 5.3k | 141.79 |
| 2022-09-30 | $687k | 5.3k | 129.75 |
| 2022-06-30 | $601k | 4.9k | 121.61 |
| 2022-03-31 | $794k | 5.3k | 148.91 |
| 2021-12-31 | $903k | 6.2k | 144.76 |
| 2021-09-30 | $833k | 6.0k | 139.41 |
| 2021-06-30 | $841k | 6.0k | 140.94 |
| 2021-03-31 | $756k | 5.6k | 135.90 |
| 2020-12-31 | $609k | 4.2k | 144.21 |