Wal-Mart Stores shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by SFMG Wealth Advisors 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 SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 118k | 80.75 |
| 2024-06-30 | $8.0M | 118k | 67.71 |
| 2024-03-31 | $7.1M | 119k | 60.17 |
| 2023-12-31 | $6.2M | 39k | 157.65 |
| 2023-09-30 | $6.3M | 39k | 159.93 |
| 2023-06-30 | $6.0M | 38k | 157.18 |
| 2023-03-31 | $5.7M | 39k | 147.45 |
| 2022-12-31 | $5.6M | 39k | 141.79 |
| 2022-09-30 | $5.3M | 40k | 131.17 |
| 2022-06-30 | $4.8M | 40k | 121.57 |
| 2022-03-31 | $5.5M | 37k | 148.92 |
| 2021-12-31 | $4.9M | 34k | 144.68 |
| 2021-09-30 | $4.2M | 30k | 139.39 |
| 2021-06-30 | $3.7M | 27k | 141.02 |
| 2021-03-31 | $3.5M | 26k | 135.84 |
| 2020-12-31 | $3.3M | 23k | 144.16 |
| 2020-09-30 | $2.3M | 17k | 139.92 |
| 2020-06-30 | $1.7M | 14k | 119.81 |
| 2020-03-31 | $816k | 7.2k | 113.55 |
| 2019-12-31 | $787k | 6.6k | 118.90 |
| 2019-09-30 | $681k | 5.7k | 118.60 |
| 2019-06-30 | $620k | 5.5k | 113.04 |
| 2019-03-31 | $549k | 5.6k | 97.57 |
| 2018-12-31 | $459k | 4.9k | 93.10 |
| 2018-09-30 | $485k | 4.8k | 101.34 |
| 2018-06-30 | $311k | 3.6k | 85.63 |
| 2018-03-31 | $261k | 2.9k | 89.11 |
| 2015-03-31 | $381k | 4.6k | 82.27 |
| 2013-03-31 | $151k | 2.0k | 74.72 |
| 2012-12-31 | $134k | 2.0k | 67.99 |
| 2012-09-30 | $146k | 2.0k | 73.85 |
| 2012-06-30 | $239k | 3.5k | 69.12 |
| 2011-12-31 | $210k | 3.5k | 59.63 |
| 2011-09-30 | $195k | 3.8k | 51.94 |
| 2011-03-31 | $214k | 4.1k | 52.14 |
| 2010-12-31 | $258k | 4.8k | 53.99 |