Wal-Mart Stores shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 49k | 103.06 |
| 2025-06-30 | $4.7M | 48k | 97.78 |
| 2025-03-31 | $4.3M | 49k | 87.79 |
| 2024-12-31 | $4.4M | 48k | 90.35 |
| 2024-09-30 | $4.0M | 50k | 80.75 |
| 2024-06-30 | $3.4M | 51k | 67.71 |
| 2024-03-31 | $3.1M | 51k | 60.17 |
| 2023-12-31 | $2.6M | 17k | 157.65 |
| 2023-09-30 | $2.5M | 16k | 159.93 |
| 2023-06-30 | $2.6M | 16k | 157.18 |
| 2023-03-31 | $2.4M | 16k | 147.45 |
| 2022-12-31 | $2.3M | 16k | 141.79 |
| 2022-09-30 | $2.1M | 17k | 129.72 |
| 2022-06-30 | $2.0M | 17k | 121.60 |
| 2022-03-31 | $2.5M | 17k | 148.94 |
| 2021-12-31 | $2.5M | 17k | 144.70 |
| 2021-09-30 | $2.3M | 16k | 139.40 |
| 2021-06-30 | $2.3M | 16k | 141.05 |
| 2021-03-31 | $2.2M | 16k | 135.81 |
| 2020-12-31 | $2.2M | 15k | 144.15 |
| 2020-09-30 | $2.1M | 15k | 139.90 |
| 2020-06-30 | $1.8M | 15k | 119.75 |
| 2020-03-31 | $1.7M | 15k | 113.60 |
| 2019-12-31 | $1.8M | 15k | 118.80 |
| 2019-09-30 | $1.8M | 15k | 118.66 |
| 2019-06-30 | $1.7M | 15k | 110.52 |
| 2019-03-31 | $1.6M | 16k | 97.53 |
| 2018-12-31 | $1.5M | 16k | 93.10 |
| 2018-09-30 | $1.6M | 17k | 93.92 |
| 2018-06-30 | $1.4M | 16k | 85.59 |
| 2018-03-31 | $1.3M | 15k | 88.97 |
| 2017-12-31 | $1.5M | 15k | 98.72 |
| 2017-09-30 | $63k | 811 | 77.68 |
| 2017-06-30 | $61k | 811 | 75.22 |
| 2017-03-31 | $58k | 811 | 71.52 |
| 2016-12-31 | $32k | 465 | 68.82 |
More positions owned by Sterling Investment Advisors
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