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Wal-Mart Stores shares owned by Somerset

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Somerset from 13F filings

Historical chart of Somerset investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Somerset consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Somerset

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 103.06
2025-06-30 $1.6M 16k 97.78
2025-03-31 $341k 3.9k 87.79
2024-12-31 $212k 2.3k 90.35