Wal-Mart Stores shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $257k | 2.3k | 111.43 |
| 2025-09-30 | $260k | 2.5k | 103.08 |
| 2025-06-30 | $243k | 2.5k | 97.81 |
| 2025-03-31 | $210k | 2.4k | 87.81 |
| 2024-12-31 | $234k | 2.6k | 90.34 |
| 2024-09-30 | $215k | 2.7k | 80.74 |
More positions owned by Smallwood Wealth Investment Management
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