Wal-Mart Stores shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 11k | 103.06 |
| 2025-06-30 | $1.0M | 10k | 97.78 |
| 2024-12-31 | $825k | 9.1k | 90.35 |
| 2024-09-30 | $754k | 9.3k | 80.75 |
| 2024-06-30 | $538k | 7.9k | 67.71 |
| 2024-03-31 | $412k | 6.9k | 60.17 |