Wal-Mart Stores shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 132k | 103.06 |
| 2025-06-30 | $11M | 114k | 97.78 |
| 2024-09-30 | $3.6M | 45k | 80.75 |
| 2024-06-30 | $2.4M | 36k | 67.71 |
| 2024-03-31 | $1.7M | 28k | 60.35 |
| 2023-12-31 | $1.2M | 7.7k | 158.21 |
| 2023-09-30 | $1.5M | 9.5k | 159.93 |
| 2023-06-30 | $1.4M | 8.7k | 157.18 |
| 2023-03-31 | $859k | 5.8k | 147.81 |
| 2022-12-31 | $500k | 3.5k | 142.31 |
| 2022-09-30 | $581k | 4.5k | 129.63 |
| 2022-06-30 | $312k | 2.6k | 121.45 |
| 2022-03-31 | $353k | 2.4k | 149.26 |
| 2020-09-30 | $278k | 1.9k | 148.35 |
| 2018-03-31 | $490k | 490k | 1.00 |
| 2017-12-31 | $643k | 6.1k | 104.93 |