Wal-Mart Stores shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 48k | 103.06 |
| 2025-06-30 | $4.8M | 49k | 97.78 |
| 2025-03-31 | $4.3M | 50k | 87.79 |
| 2024-12-31 | $4.8M | 53k | 90.35 |
| 2024-09-30 | $4.9M | 60k | 80.75 |
| 2024-06-30 | $4.6M | 68k | 67.71 |
| 2024-03-31 | $4.2M | 69k | 60.17 |
| 2023-12-31 | $3.7M | 23k | 157.65 |
| 2023-09-30 | $4.3M | 27k | 159.93 |
| 2023-06-30 | $4.3M | 27k | 157.18 |
| 2023-03-31 | $4.0M | 27k | 147.45 |
| 2022-12-31 | $3.9M | 27k | 141.79 |
| 2022-09-30 | $3.4M | 27k | 129.55 |
| 2022-06-30 | $3.2M | 26k | 121.49 |
| 2022-03-31 | $3.8M | 25k | 148.75 |
| 2021-12-31 | $3.7M | 26k | 144.64 |
| 2021-09-30 | $3.7M | 26k | 139.29 |
| 2021-06-30 | $3.6M | 26k | 140.89 |
| 2021-03-31 | $3.3M | 24k | 135.83 |
| 2020-12-31 | $3.6M | 25k | 144.17 |
| 2020-09-30 | $3.8M | 27k | 139.83 |
| 2020-06-30 | $3.3M | 28k | 119.76 |
| 2020-03-31 | $3.3M | 29k | 113.63 |
| 2019-12-31 | $3.5M | 30k | 118.84 |
| 2019-09-30 | $3.8M | 32k | 118.67 |
| 2019-06-30 | $3.5M | 32k | 110.47 |
| 2019-03-31 | $3.2M | 33k | 97.55 |
| 2018-12-31 | $3.1M | 33k | 93.15 |
| 2018-09-30 | $3.8M | 40k | 93.90 |
| 2018-06-30 | $3.5M | 41k | 85.52 |
| 2018-03-31 | $3.7M | 42k | 88.30 |
| 2017-12-31 | $5.1M | 34k | 150.13 |
| 2017-09-30 | $3.4M | 43k | 78.11 |
| 2017-06-30 | $3.2M | 43k | 75.27 |
| 2017-03-31 | $3.2M | 44k | 72.04 |
| 2016-12-31 | $3.2M | 46k | 69.13 |
| 2016-09-30 | $3.4M | 47k | 72.11 |
| 2016-06-30 | $2.3M | 32k | 73.04 |
| 2016-03-31 | $2.2M | 32k | 68.49 |
| 2015-12-31 | $1.9M | 31k | 61.31 |
| 2015-09-30 | $1.9M | 30k | 64.84 |
| 2015-06-30 | $2.1M | 30k | 70.91 |
| 2015-03-31 | $2.4M | 30k | 79.67 |
| 2014-12-31 | $2.6M | 30k | 85.88 |
| 2014-09-30 | $2.2M | 29k | 76.47 |
| 2014-06-30 | $2.4M | 32k | 75.07 |
| 2014-03-31 | $2.4M | 32k | 76.44 |
| 2013-12-31 | $2.7M | 34k | 78.68 |
| 2013-09-30 | $2.6M | 35k | 73.97 |
More positions owned by Summit Investment Advisors
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