Wal-Mart Stores shares owned by Warner Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Warner Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 3.0k | 103.22 |
| 2025-06-30 | $292k | 3.0k | 97.86 |
| 2025-03-31 | $262k | 3.0k | 87.80 |
| 2024-12-31 | $270k | 3.0k | 90.48 |
| 2024-09-30 | $241k | 3.0k | 80.76 |
| 2024-06-30 | $202k | 3.0k | 67.69 |