Wal-Mart Stores shares owned by Summit Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $813k | 14k | 60.17 |
| 2023-12-31 | $728k | 4.6k | 157.65 |
| 2023-09-30 | $709k | 4.4k | 159.93 |
| 2023-06-30 | $634k | 4.0k | 157.18 |
| 2023-03-31 | $722k | 4.9k | 147.45 |
| 2022-12-31 | $694k | 4.9k | 141.84 |
| 2022-09-30 | $648k | 5.0k | 129.78 |
| 2022-06-30 | $616k | 5.1k | 121.55 |
| 2022-03-31 | $852k | 5.7k | 149.00 |
| 2021-12-31 | $837k | 5.8k | 144.61 |
| 2021-09-30 | $793k | 5.7k | 139.42 |
| 2021-06-30 | $589k | 4.2k | 141.08 |
| 2021-03-31 | $567k | 4.2k | 135.81 |
| 2020-12-31 | $602k | 4.2k | 144.19 |
| 2020-09-30 | $570k | 4.1k | 139.88 |
| 2020-06-30 | $419k | 3.5k | 119.71 |
| 2020-03-31 | $404k | 3.6k | 113.71 |
| 2019-12-31 | $398k | 3.4k | 118.79 |
| 2019-09-30 | $398k | 3.4k | 118.79 |
| 2019-06-30 | $371k | 3.4k | 110.61 |
| 2019-03-31 | $444k | 4.6k | 97.56 |
| 2018-12-31 | $424k | 4.6k | 93.11 |
| 2018-09-30 | $428k | 4.6k | 94.00 |
| 2018-06-30 | $389k | 4.6k | 85.56 |
| 2018-03-31 | $404k | 4.6k | 88.89 |
| 2017-12-31 | $232k | 2.4k | 98.70 |