Wal-Mart Stores shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 51k | 103.06 |
| 2025-06-30 | $5.0M | 51k | 97.78 |
| 2025-03-31 | $4.6M | 52k | 87.79 |
| 2024-12-31 | $4.8M | 53k | 90.35 |
| 2024-09-30 | $4.3M | 53k | 80.75 |
| 2024-06-30 | $3.6M | 54k | 67.71 |
| 2024-03-31 | $3.2M | 54k | 60.17 |
| 2023-12-31 | $2.9M | 19k | 157.65 |
| 2023-09-30 | $2.9M | 18k | 159.93 |
| 2023-06-30 | $2.8M | 18k | 157.18 |
More positions owned by Trivant Custom Portfolio Group
View all positions for Trivant Custom Portfolio Group