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 |
|---|---|---|---|
| 2025-09-30 | $28M | 270k | 103.06 |
| 2025-06-30 | $24M | 249k | 97.78 |
| 2025-03-31 | $19M | 221k | 87.79 |
| 2024-12-31 | $18M | 193k | 90.54 |
| 2024-09-30 | $15M | 184k | 80.75 |
| 2024-06-30 | $11M | 156k | 67.71 |
| 2024-03-31 | $6.9M | 115k | 60.38 |
| 2023-12-31 | $5.8M | 37k | 158.20 |
| 2023-09-30 | $3.1M | 19k | 159.93 |
| 2023-06-30 | $1.1M | 6.8k | 157.19 |
| 2023-03-31 | $371k | 2.5k | 147.98 |
| 2022-12-31 | $345k | 2.4k | 141.81 |
| 2022-09-30 | $436k | 3.4k | 129.70 |
| 2022-06-30 | $346k | 2.8k | 121.58 |
| 2022-03-31 | $422k | 2.8k | 149.48 |
| 2021-12-31 | $416k | 2.9k | 145.23 |
| 2021-09-30 | $369k | 2.6k | 139.38 |
| 2021-06-30 | $329k | 2.3k | 141.02 |