Wal-Mart Stores shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 4.3k | 103.06 |
| 2025-06-30 | $400k | 4.1k | 97.79 |
| 2025-03-31 | $353k | 4.0k | 87.80 |
| 2024-12-31 | $360k | 4.0k | 90.36 |
| 2024-09-30 | $316k | 3.9k | 80.76 |
| 2024-06-30 | $226k | 3.3k | 67.72 |
| 2024-03-31 | $200k | 3.3k | 60.18 |
| 2023-12-31 | $209k | 1.3k | 157.70 |
| 2023-09-30 | $212k | 1.3k | 159.98 |
| 2023-06-30 | $208k | 1.3k | 157.28 |
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