Wal-Mart Stores shares owned by UMA Financial Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 14k | 103.06 |
| 2025-06-30 | $1.3M | 13k | 97.78 |
| 2025-03-31 | $1.1M | 12k | 87.79 |
| 2024-12-31 | $1.0M | 11k | 90.35 |
| 2024-09-30 | $931k | 11k | 81.65 |
| 2024-06-30 | $794k | 11k | 69.99 |
| 2024-03-31 | $641k | 11k | 59.84 |
| 2023-12-31 | $563k | 3.5k | 162.37 |
| 2023-09-30 | $556k | 3.6k | 155.85 |
| 2023-06-30 | $565k | 3.6k | 158.20 |
| 2023-03-31 | $532k | 3.5k | 150.00 |
| 2022-12-31 | $507k | 3.5k | 143.03 |
| 2022-09-30 | $471k | 3.5k | 132.98 |
| 2022-06-30 | $469k | 3.5k | 132.49 |
| 2022-03-31 | $547k | 3.5k | 154.61 |
| 2021-12-31 | $501k | 3.5k | 144.92 |
| 2021-09-30 | $486k | 3.5k | 140.67 |
| 2021-06-30 | $468k | 3.3k | 141.22 |
| 2021-03-31 | $461k | 3.3k | 139.44 |
| 2020-12-31 | $455k | 3.3k | 137.67 |
| 2020-09-30 | $465k | 3.3k | 140.36 |
| 2020-06-30 | $420k | 3.2k | 131.95 |
| 2020-03-31 | $410k | 3.1k | 131.75 |
| 2019-12-31 | $358k | 3.1k | 115.86 |
| 2019-09-30 | $369k | 3.1k | 118.84 |