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Wal-Mart Stores shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 6.5k 103.05
2025-06-30 $691k 7.1k 97.78
2025-03-31 $619k 7.1k 87.80
2024-12-31 $634k 7.0k 90.35
2024-09-30 $1.1M 14k 80.38
2024-06-30 $478k 7.0k 68.14
2024-03-31 $424k 7.0k 60.47