Wal-Mart Stores shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 3.0k | 103.06 |
| 2025-06-30 | $290k | 3.0k | 97.78 |
| 2025-03-31 | $265k | 3.0k | 87.79 |
| 2024-12-31 | $296k | 3.3k | 90.35 |
| 2024-09-30 | $266k | 3.3k | 80.75 |