Wal-Mart Stores shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.6M | 24k | 67.71 |
| 2024-03-31 | $1.4M | 24k | 60.17 |
| 2023-12-31 | $1.2M | 7.8k | 157.65 |
| 2023-09-30 | $1.3M | 7.6k | 165.65 |
| 2023-06-30 | $1.2M | 7.4k | 157.18 |
| 2023-03-31 | $1.1M | 7.4k | 147.45 |
| 2022-12-31 | $1.1M | 7.8k | 141.79 |
| 2022-09-30 | $847k | 6.0k | 140.79 |
| 2022-06-30 | $893k | 6.8k | 132.06 |
| 2022-03-31 | $992k | 6.7k | 148.95 |
| 2021-12-31 | $940k | 6.6k | 141.99 |
| 2021-09-30 | $915k | 6.6k | 139.38 |
| 2021-06-30 | $926k | 6.6k | 141.05 |
| 2021-03-31 | $793k | 5.5k | 144.13 |
| 2020-12-31 | $831k | 5.9k | 139.85 |
| 2020-09-30 | $1.0M | 7.5k | 140.37 |
| 2020-06-30 | $1.1M | 9.2k | 124.42 |
| 2020-03-31 | $1.2M | 9.8k | 126.12 |
| 2019-12-31 | $1.3M | 11k | 115.84 |
| 2019-09-30 | $1.8M | 15k | 120.26 |
| 2019-06-30 | $1.8M | 16k | 110.47 |
| 2019-03-31 | $2.0M | 21k | 97.20 |
| 2018-12-31 | $1.7M | 19k | 93.15 |
| 2018-09-30 | $1.6M | 17k | 93.76 |
| 2018-06-30 | $1.3M | 14k | 88.99 |
| 2018-03-31 | $1.3M | 14k | 88.99 |
| 2017-12-31 | $1.0M | 10k | 98.78 |
| 2017-09-30 | $816k | 10k | 78.12 |
| 2017-06-30 | $699k | 9.2k | 75.64 |
| 2017-03-31 | $608k | 8.4k | 72.10 |
| 2016-12-31 | $661k | 9.6k | 69.13 |
| 2016-09-30 | $670k | 9.3k | 72.14 |
| 2016-06-30 | $1.0M | 14k | 73.00 |
| 2016-03-31 | $1.3M | 19k | 68.50 |
| 2015-12-31 | $1.1M | 18k | 61.28 |
| 2015-09-30 | $1.9M | 29k | 64.83 |
| 2015-06-30 | $1.9M | 27k | 70.93 |
| 2015-03-31 | $2.2M | 28k | 78.17 |
| 2014-12-31 | $2.3M | 27k | 85.88 |
More positions owned by Summit Financial Wealth Advisors
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