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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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All positions including Wal-Mart Stores held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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