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Wal-Mart Stores shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 3.1k 103.06
2025-06-30 $319k 3.3k 97.78
2025-03-31 $286k 3.3k 87.79
2024-12-31 $292k 3.2k 90.35
2024-09-30 $270k 3.3k 80.75
2024-06-30 $213k 3.1k 67.71
2023-09-30 $205k 1.3k 159.99