Wal-Mart Stores shares owned by Ullmann Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 15k | 103.06 |
| 2025-06-30 | $1.5M | 15k | 97.78 |
| 2025-03-31 | $1.3M | 15k | 87.79 |
| 2024-12-31 | $1.3M | 15k | 90.35 |
| 2024-09-30 | $1.1M | 13k | 80.75 |
| 2024-03-31 | $742k | 12k | 60.17 |
| 2023-12-31 | $617k | 3.9k | 157.65 |
| 2023-09-30 | $596k | 3.7k | 159.93 |
| 2023-06-30 | $569k | 3.6k | 157.18 |
| 2023-03-31 | $523k | 3.5k | 147.45 |
| 2022-12-31 | $484k | 3.4k | 141.79 |
| 2022-09-30 | $411k | 3.2k | 129.61 |
| 2022-06-30 | $378k | 3.1k | 121.62 |
| 2022-03-31 | $459k | 3.1k | 148.88 |
| 2021-12-31 | $330k | 2.3k | 144.55 |
| 2021-09-30 | $318k | 2.3k | 139.29 |
| 2021-06-30 | $322k | 2.3k | 140.98 |
| 2021-03-31 | $307k | 2.3k | 135.96 |
| 2020-12-31 | $325k | 2.3k | 143.93 |
| 2020-09-30 | $316k | 2.3k | 139.95 |
| 2020-06-30 | $270k | 2.3k | 119.57 |
| 2020-03-31 | $256k | 2.3k | 113.37 |
| 2019-12-31 | $268k | 2.3k | 118.69 |
| 2019-09-30 | $268k | 2.3k | 118.69 |
| 2019-06-30 | $255k | 2.3k | 110.39 |
| 2019-03-31 | $225k | 2.3k | 97.40 |
| 2018-12-31 | $215k | 2.3k | 93.07 |
| 2018-09-30 | $216k | 2.3k | 93.51 |
| 2017-09-30 | $252k | 3.5k | 71.86 |
| 2017-06-30 | $256k | 3.4k | 75.45 |
| 2017-03-31 | $244k | 3.4k | 71.91 |
| 2016-12-31 | $225k | 3.4k | 66.31 |