Wal-Mart Stores shares owned by Zhang Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 32k | 103.06 |
| 2025-06-30 | $2.7M | 28k | 97.78 |
| 2025-03-31 | $2.4M | 27k | 87.79 |
| 2024-12-31 | $1.3M | 15k | 90.35 |
| 2024-09-30 | $804k | 10k | 80.75 |
| 2024-06-30 | $682k | 10k | 67.71 |
| 2024-03-31 | $570k | 9.5k | 60.17 |
| 2023-12-31 | $509k | 3.2k | 157.66 |
| 2023-09-30 | $462k | 2.9k | 159.94 |
| 2023-06-30 | $424k | 2.7k | 157.17 |
| 2023-03-31 | $388k | 2.6k | 147.48 |
| 2022-12-31 | $394k | 2.8k | 141.68 |
| 2022-09-30 | $352k | 2.7k | 129.75 |
| 2022-06-30 | $319k | 2.6k | 121.57 |
| 2022-03-31 | $439k | 2.9k | 148.91 |
| 2021-12-31 | $405k | 2.8k | 144.64 |
| 2021-09-30 | $231k | 1.7k | 139.16 |
| 2021-06-30 | $260k | 1.8k | 140.85 |
| 2021-03-31 | $262k | 1.9k | 135.82 |
| 2020-12-31 | $265k | 1.8k | 143.94 |
| 2020-09-30 | $258k | 1.8k | 140.14 |
| 2020-06-30 | $220k | 1.8k | 119.63 |
| 2020-03-31 | $209k | 1.8k | 113.83 |
| 2019-12-31 | $236k | 2.0k | 118.95 |
| 2019-09-30 | $222k | 1.9k | 118.53 |
| 2019-06-30 | $207k | 1.9k | 110.64 |
| 2019-03-31 | $217k | 2.2k | 97.66 |