Wal-Mart Stores shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 292k | 103.06 |
| 2025-06-30 | $2.8M | 23k | 122.60 |
| 2025-03-31 | $1.6M | 19k | 87.79 |
| 2024-12-31 | $2.6M | 29k | 90.35 |
| 2024-09-30 | $871k | 11k | 80.75 |
| 2024-06-30 | $495k | 7.3k | 67.71 |
| 2024-03-31 | $262k | 4.4k | 60.17 |
| 2023-12-31 | $228k | 1.4k | 157.61 |
| 2023-09-30 | $231k | 1.4k | 159.89 |
| 2023-06-30 | $228k | 1.4k | 157.18 |
| 2023-03-31 | $212k | 1.4k | 147.40 |
| 2022-12-31 | $203k | 1.4k | 141.82 |
| 2022-09-30 | $180k | 1.4k | 129.59 |
| 2022-06-30 | $249k | 2.1k | 121.46 |
| 2022-03-31 | $318k | 2.1k | 148.81 |
| 2021-12-31 | $313k | 2.2k | 144.84 |
| 2021-09-30 | $251k | 1.8k | 139.37 |
| 2021-06-30 | $252k | 1.8k | 141.02 |
| 2020-12-31 | $257k | 1.8k | 143.98 |
| 2020-09-30 | $250k | 1.8k | 140.06 |
| 2020-06-30 | $247k | 2.1k | 119.96 |
| 2020-03-31 | $243k | 2.1k | 113.50 |
| 2019-12-31 | $257k | 2.2k | 119.04 |
| 2019-09-30 | $256k | 2.2k | 118.57 |
| 2019-06-30 | $234k | 2.1k | 110.43 |
| 2018-12-31 | $129k | 1.4k | 93.48 |
| 2018-09-30 | $112k | 1.2k | 93.65 |
| 2018-06-30 | $227k | 2.7k | 85.66 |
| 2018-03-31 | $232k | 2.6k | 88.62 |
| 2017-12-31 | $258k | 2.6k | 98.62 |
| 2017-09-30 | $195k | 2.5k | 77.81 |
| 2017-06-30 | $215k | 2.9k | 75.28 |
| 2017-03-31 | $151k | 2.1k | 71.94 |
| 2016-12-31 | $83k | 1.2k | 69.28 |