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Wal-Mart Stores shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $724k 12k 60.17
2023-12-31 $624k 4.0k 157.65
2023-09-30 $608k 3.8k 159.93
2023-06-30 $598k 3.8k 157.17
2023-03-31 $551k 3.7k 147.46
2022-12-31 $529k 3.7k 141.79
2022-09-30 $484k 3.7k 129.65
2022-06-30 $470k 3.9k 121.45
2022-03-31 $689k 4.6k 148.84
2021-12-31 $491k 3.4k 144.80