Wal-Mart Stores shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 24k | 103.06 |
| 2025-06-30 | $2.3M | 24k | 97.78 |
| 2025-03-31 | $1.5M | 18k | 87.79 |
| 2024-12-31 | $1.7M | 18k | 90.35 |
| 2024-09-30 | $1.4M | 18k | 80.75 |
| 2024-06-30 | $1.2M | 18k | 67.71 |
| 2024-03-31 | $1.1M | 18k | 60.17 |
| 2023-12-31 | $942k | 6.0k | 157.64 |
| 2023-09-30 | $955k | 6.0k | 159.92 |
| 2023-06-30 | $930k | 5.9k | 157.19 |
| 2023-03-31 | $883k | 6.0k | 147.44 |
| 2022-12-31 | $869k | 6.1k | 141.80 |
| 2022-09-30 | $799k | 6.2k | 129.67 |
| 2022-06-30 | $898k | 7.4k | 121.56 |
| 2022-03-31 | $1.1M | 7.0k | 148.96 |
| 2021-12-31 | $1.0M | 7.0k | 144.63 |
| 2021-09-30 | $977k | 7.0k | 139.43 |
| 2021-06-30 | $979k | 6.9k | 140.94 |
| 2021-03-31 | $932k | 6.9k | 135.78 |
| 2020-12-31 | $797k | 5.5k | 144.12 |