Wal-Mart Stores shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $495k | 4.8k | 103.06 |
| 2025-06-30 | $469k | 4.8k | 97.78 |
| 2025-03-31 | $421k | 4.8k | 87.79 |
| 2024-12-31 | $434k | 4.8k | 90.35 |
| 2024-09-30 | $388k | 4.8k | 80.75 |
| 2024-06-30 | $325k | 4.8k | 67.71 |
| 2024-03-31 | $289k | 4.8k | 60.17 |
| 2023-12-31 | $252k | 1.6k | 157.65 |