Wal-Mart Stores shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 7.7k | 103.06 |
| 2025-06-30 | $740k | 7.6k | 97.78 |
| 2025-03-31 | $668k | 7.6k | 87.79 |
| 2024-12-31 | $712k | 7.9k | 90.35 |
| 2024-09-30 | $563k | 7.0k | 80.75 |
| 2024-06-30 | $449k | 6.6k | 67.71 |
| 2024-03-31 | $392k | 6.5k | 60.17 |
| 2023-12-31 | $338k | 2.1k | 157.65 |
| 2023-09-30 | $339k | 2.1k | 159.93 |
| 2023-06-30 | $336k | 2.1k | 157.15 |
| 2023-03-31 | $288k | 2.0k | 147.46 |
| 2022-12-31 | $274k | 1.9k | 141.78 |
| 2022-03-31 | $213k | 1.4k | 148.64 |
| 2021-12-31 | $224k | 1.6k | 144.33 |
| 2021-06-30 | $238k | 1.8k | 135.61 |
| 2021-03-31 | $238k | 1.8k | 135.61 |
| 2020-12-31 | $227k | 1.6k | 143.94 |