Wal-Mart Stores shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Sound Financial Strategies Group 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 Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 3.1k | 103.06 |
| 2025-06-30 | $804k | 8.2k | 97.78 |
| 2025-03-31 | $207k | 2.4k | 87.79 |
| 2024-12-31 | $254k | 2.8k | 90.35 |
| 2024-09-30 | $245k | 3.0k | 80.75 |
| 2024-06-30 | $228k | 3.4k | 67.71 |
| 2024-03-31 | $633k | 11k | 60.17 |
| 2023-12-31 | $559k | 3.5k | 157.65 |
| 2023-09-30 | $943k | 5.9k | 159.93 |
| 2023-06-30 | $998k | 6.3k | 157.18 |
| 2023-03-31 | $1.0M | 7.1k | 147.45 |
| 2022-12-31 | $396k | 2.8k | 141.79 |
| 2022-03-31 | $811k | 5.4k | 148.97 |
| 2020-12-31 | $583k | 4.0k | 144.16 |
| 2020-09-30 | $513k | 3.7k | 139.97 |
| 2020-06-30 | $446k | 3.7k | 119.86 |
| 2020-03-31 | $423k | 3.7k | 113.65 |
| 2019-12-31 | $1.4M | 12k | 118.87 |
More positions owned by Sound Financial Strategies Group
View all positions for Sound Financial Strategies Group