Wal-Mart Stores shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 19k | 103.06 |
| 2025-06-30 | $2.0M | 20k | 98.03 |
| 2025-03-31 | $2.4M | 27k | 87.79 |
| 2024-12-31 | $2.4M | 26k | 90.35 |
| 2024-09-30 | $1.6M | 19k | 80.75 |
| 2024-06-30 | $457M | 1.3M | 350.22 |
| 2024-03-31 | $1.4M | 24k | 60.17 |
| 2023-12-31 | $217k | 1.4k | 157.70 |
| 2023-09-30 | $983k | 6.1k | 159.94 |
| 2023-06-30 | $955k | 6.1k | 157.19 |
| 2023-03-31 | $886k | 6.0k | 147.44 |
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