Wal-Mart Stores shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 46k | 103.06 |
| 2025-06-30 | $4.6M | 47k | 97.61 |
| 2025-03-31 | $4.0M | 46k | 87.79 |
| 2024-12-31 | $4.2M | 47k | 90.35 |
| 2024-09-30 | $3.7M | 46k | 80.75 |
| 2024-06-30 | $3.3M | 48k | 67.71 |
| 2023-12-31 | $3.4M | 20k | 165.59 |
| 2023-09-30 | $2.3M | 15k | 159.93 |
| 2023-06-30 | $2.3M | 15k | 157.18 |
| 2023-03-31 | $2.0M | 14k | 147.45 |
| 2022-12-31 | $998k | 7.0k | 141.79 |