Wal-Mart Stores shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 21k | 103.06 |
| 2025-06-30 | $2.3M | 24k | 97.78 |
| 2025-03-31 | $2.2M | 25k | 87.79 |
| 2024-12-31 | $2.6M | 29k | 90.35 |
| 2024-09-30 | $412k | 5.1k | 80.76 |
| 2024-06-30 | $344k | 5.1k | 67.71 |
| 2024-03-31 | $293k | 4.9k | 60.17 |
| 2023-12-31 | $319k | 2.0k | 157.65 |
| 2023-09-30 | $316k | 2.0k | 159.93 |
| 2023-06-30 | $310k | 2.0k | 157.19 |
| 2023-03-31 | $256k | 1.7k | 147.47 |
| 2022-12-31 | $246k | 1.7k | 141.80 |
| 2022-09-30 | $225k | 1.7k | 129.68 |
| 2022-06-30 | $211k | 1.7k | 121.68 |
| 2022-03-31 | $258k | 1.7k | 148.96 |
| 2021-12-31 | $250k | 1.7k | 144.43 |