Wal-Mart Stores shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $846k | 8.2k | 103.06 |
| 2025-06-30 | $774k | 7.9k | 97.78 |
| 2025-03-31 | $692k | 7.9k | 87.80 |
| 2024-12-31 | $750k | 8.3k | 90.36 |
| 2024-09-30 | $689k | 8.5k | 80.76 |
| 2024-06-30 | $604k | 8.9k | 67.72 |
| 2024-03-31 | $499k | 8.3k | 60.17 |
| 2023-12-31 | $364k | 2.3k | 157.68 |
| 2023-09-30 | $325k | 2.0k | 159.96 |
| 2023-06-30 | $316k | 2.0k | 157.23 |
| 2023-03-31 | $296k | 2.0k | 147.52 |
| 2022-12-31 | $270k | 1.9k | 141.80 |
| 2022-09-30 | $256k | 2.0k | 129.75 |
| 2022-06-30 | $267k | 2.2k | 121.47 |
| 2022-03-31 | $266k | 1.8k | 149.19 |
| 2021-12-31 | $225k | 1.6k | 144.23 |
| 2021-09-30 | $209k | 1.5k | 139.24 |
| 2021-06-30 | $209k | 1.5k | 141.03 |
| 2021-03-31 | $197k | 1.4k | 136.05 |
| 2020-12-31 | $216k | 1.5k | 144.00 |